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Chase · 2 weeks ago

U.S. Private Bank - Tax Strategist - Vice President/Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level, Lead/Staff

$160K/yr - $200K/yr

8+ years exp

Chase is a leading financial services firm, and they are seeking a Senior Tax Strategist to join their Tax Strategy team within J.P. Morgan Private Advisory. The role involves developing and delivering insights on tax-efficient wealth structuring techniques for high net worth clients, engaging directly with clients, and collaborating with internal and external partners.

BankingFinancial Services

Responsibilities

Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs

Author or contribute to timely thought leadership to be shared with clients and prospects

Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them

Work with partners across both the Private Bank and the firm to develop tax-efficient solutions and strategies addressing our clients’ changing needs

Support clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ

Educate internal partners and Private Bank advisors on foundational tax concepts and the tax-efficient investments

Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects

Demonstrate expertise in the tax implications and structuring of a wide range of investment products, including equities, fixed income securities, derivatives, structured notes, private placements, and alternative investments with an emphasis on solutions relevant to high net worth clients

Qualification

JDCPAInvestment products knowledgeTax planning expertiseFinancial services experienceCommunication skillsMicrosoft OfficeListening skillsTeam playerAttention to detail

Required

Bachelor's degree required; JD or CPA

8 years+ of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms

Knowledge of investment products, income taxes, transfer taxes and estate planning, as well as related fields of law, for high net worth individuals

Ability to work independently and as a team player

Hard working with ability to perform under pressure and multitask

Strong written and verbal communication skills with impeccable attention to detail

Good listening and questioning skills in order to provide strategic advice

Microsoft Office suite experience is required

Willingness to travel as needed (10%)