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Chase · 1 month ago

Corporate- Tax Information and Withholding Advisor, Vice President

545 Washington Blvd, Jersey City, NJ, 07310, US

Full-time

Onsite

Mid, Senior Level

$133K/yr - $200K/yr

7+ years exp

Chase is a leading financial services firm, and they are seeking an Information Reporting & Withholding Advisor- Vice President within their Corporate Tax Division. This role involves advising JPMorgan’s businesses on US Information Reporting and Withholding tax matters, requiring collaboration with various business units to navigate complex tax regulations.

BankingFinancial Services

Responsibilities

Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, revenue rulings, etc.). Partner with designated JPMorgan businesses to determine the impact of such guidance on their products, procedures, tax documentation, etc

Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied

Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly

Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements

Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.)

Prepare and present training when appropriate

Comment on newly proposed regulations, tax forms and industry issues

Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.)

Qualification

US information reporting experienceWithholding tax advisory experienceFinancial products knowledgeComplex regulations synthesisProject oversightJuris DoctorClear communication skillsRelationship buildingIndependent work