Corporate- Tax Information And Withholding Advisor, Executive Director

Description:

The Information Reporting & Withholding group within JPMorgan Chase & Co.’s Corporate Tax Department is looking for an Executive Director level candidate to advise JPMorgan’s businesses on US Information Reporting and Withholding tax matters. Specifically, the person in this role would:

• Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.)
• Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, revenue rulings, etc.). Partner with designated JPMorgan businesses to determine the impact of such guidance on their products, procedures, tax documentation, etc.
• Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied.
• Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.).
• Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly.
• Prepare and present training when appropriate.
• Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements.
• Comment on newly proposed regulations, tax forms and industry issues.

Background and Skills:

• Ability to oversee multiple projects.
• Ability to synthesize complex regulations into terms easily understood by non-tax professionals.
• Ability to build positive relationships with the businesses supported and Information Reporting & Withholding team members.
• Ability to quickly grasp and explain complex business transactions/products.
• Five to seven years US information reporting and withholding tax advisory experience preferred.
• Clear and concise communication skills (both verbal and written) required.
• Broad knowledge of financial products, including investment funds.
• Juris Doctor required.
• Ability to work independently.

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