Wealth Management, Tax Operations - Trusts & Estates Tax Officer, Associate job in Chicago
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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 & Estates (T&E) Tax practice within Wealth Management supports the tax return filings prepared by outsourced external tax preparers but retains oversight of the vendor relationship including tax filings, cash payments, refund processing and other tax-related functions. This role would require a close working relationship with the Tax Liaison Leader (TLL)including contact with internal and external stakeholders. The T&E Tax Associate's primary responsibility is to provide support for tax matters for our client base and to ensure strong communications between JPM, our business partners and our external vendors. this would include data transfer process and procedure, concise and thoughtful messaging and focus on priority items. This role involves frequent interaction with senior management, tax preparation firms and front office advisors (e.g., Trust Officers, Bankers, Investors, etc.) in a fast-paced team environment as well as accountability for broader projects.
|Position Type:||Full Time|
|Employer:|| J.P. Morgan Chase|