Trusts and Estates Client Tax Manager III - Vice President

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

JOB DESCRIPTION

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities.

You have found the right team.

As a Trusts and Estates Client Tax Manager III within the Trusts & Estates (T&E) Tax practice team in Wealth Management (WM), you will play a crucial role in supporting the T&E practice by coordinating the preparation and filing of tax returns outsourced to external preparers.

The T&E Tax practice provides technical expertise in interpreting and applying federal, state, and foreign laws and regulations impacting the tax filings of WM clients.

You will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice groups.

You will engage directly and communicate frequently with senior practice leaders, necessitating exceptional time management and organizational skills, as well as the ability to escalate issues when appropriate.

Job responsibilities

• Review trust documents for tax assignments and proper tax reporting
• Analyze trust documents to determine applicable GST status and inclusion ratios
• Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms
• Facilitate the tax clearance process with internal teams and third-party accounting firms
• Coordinate sworn document reviews with internal teams and third-party accounting firms
• Perform periodic data remediation projects
• Assist with team projects and internal process improvements as needed

Required qualifications, capabilities, and skills

• Bachelor’s degree required
• Extensive knowledge of fiduciary income tax, generation-skipping transfer tax, and estate tax
• Relevant experience in the Trust business, either at a corporate fiduciary or public accounting firm
• Superior written and verbal communication skills
• Meticulous attention to detail with a commitment to quality
• Outstanding time and project management skills
• Proficient in MS Office Suite (Access, Excel, PowerPoint, Word)
• Robust analytical and problem-solving abilities

Preferred qualifications, capabilities, and skills

• An advanced degree or certification in tax or a related field is highly desirable
• Experience in operations and product support is highly preferred

Work schedule

This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

This position is not eligible for H1B or Sponsorship

ABOUT US

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.

P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability / Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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