3 days old

Wealth Management, Trusts and Estates Tax Operations - Fiduciary/Estate Tax Officer, Associate

JPMorgan Chase & Co.
Chicago, IL 60602
  • Job Code

Wealth Management, Trusts and Estates Tax Operations - Fiduciary/Estate Tax Officer, Associate

Req #: 190071300
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: US Dollar (USD)

 JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, 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.


Our Team

The Trusts & Estates (T&E) Tax practice within Wealth Management (WM) supports the T&E practice by coordinating the preparation and filing of tax returns that have been outsourced to external preparers.  The T&E Tax practice provides tax technical expertise in the interpretation and application of Federal, State and foreign laws and regulations that impact the tax filings of WM clients.



 The Tax Operations Fiduciary/Estate Tax Officer will be part of the Tax Oversight and Controls team, which supports the T&E practice.  This position will have the following responsibilities:

  • Review client documents to determine applicable GST status and inclusion ratios

  • Review income and transfer tax returns prepared by the third-party accounting firms

  • Facilitate tax clearance process with internal teams and third-party accounting firms

  • Perform periodic data remediation projects

  • Assist as needed with team projects and internal process improvements

This role will work closely with multiple internal T&E groups, including trust settlements, estate settlements and regional trust practice groups.  The position requires direct interaction, and frequent communication with, senior practice leaders.  Strong time management and organizational skills are essential for success in this role, as well as the ability to escalate issues when appropriate.


  • Strong communication and interpersonal skills

  • Detail oriented and committed to consistent quality

  • Ability to execute and deliver in an evolving, fast paced environment

  • Excellent time and project management skills

  • Aptitude for succeeding in a team environment, while also delivering as a sole contributor when appropriate

  • Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word)

  • Strong analytical, problem-solving ability

  • Ability to re-prioritize focus over a broad array of simultaneous deliverables

  • Forward-looking and creative thinker

  • Client focused with a tenacity to resolve issues and conflicts


  • Advanced knowledge of fiduciary income tax, generation-skipping transfer tax and estate tax required

  • Experience with operations and product support preferred

  • Advanced written and verbal communication skills required

  • Experience analyzing high and ultra-high net worth client tax structures preferred

  • Willingness to accept direction and develop strong relationships required


  • BA/BS required

  • Advanced degree or certification in tax or related discipline preferred

Keyword: consumer%20banking


Posted: 2019-12-03 Expires: 2020-01-02

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Wealth Management, Trusts and Estates Tax Operations - Fiduciary/Estate Tax Officer, Associate

JPMorgan Chase & Co.
Chicago, IL 60602

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