JPMorganChase · 2 weeks ago
U.S. Private Bank - Tax Strategist - Vice President/Executive Director
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $200K/yr
8+ years expJPMorganChase is a leading financial institution providing innovative financial solutions. The Senior Tax Strategist will develop and deliver insights on tax-efficient wealth structuring strategies for high net worth clients, collaborating with advisors and external partners to address complex tax situations.
Asset ManagementBankingFinancial 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
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%)
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
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2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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