Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Trusts and Estates (T&E) Tax practice within Wealth Management has been outsourced to an external tax vendor. This position will require a close working relationship with the Team Leader (TL) for T&E Tax, including contact with internal and external stakeholders. This individual will report directly to the T&E Tax TL. The T&E Tax Officer’s primary responsibilities will include providing a strong working knowledge of tax technical matters for our client base to ensure compliance with Federal and State filing requirements. The T&E Tax Officer's role will include review of fiduciary income tax returns prepared by our external tax vendor(s), compliance with JPMorgan's policies and procedures regarding sworn documents, analysis of transactional data for tax reporting purposes, and assistance with tax-related projects. This role will involve frequent interaction with senior management, JPMorgan's external tax preparation vendor(s) and front office advisors (e.g., Trust Officers, Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader projects.
College degree; CPA or Enrolled Agent Preferred; JD or MBA a plus
5+ years of relevant experience required; Prior employment with a national accounting firm a plus
Excellent written and verbal communication skills
Team player with excellent organizational, multitasking and prioritizing skills
Attention to detail and ability to work independently
Strong interpersonal and relationship building skill
Familiarity with OneSource Tax Software and Omni Platform a plus
Advanced skills in Microsoft Excel, Access and PowerPoint
Specific industry related experience preferred
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