Location of Job – Newark, DE or Chicago, IL or NY, NY
Job Description
Position Description
The National Trust Tax Director is responsible for directing a team of tax professionals in four US tax locations and Mumbai to deliver tax reporting and compliance services for more than 40,000 trust, estate and charitable foundation clients, as well as individuals and certain LLCs and partnerships used for investment purposes. The senior Trust Tax team members will assist Wealth Advisors and the integrated Wealth Management teams in ensuring strategies implemented to optimize client tax liabilities can be effectively managed and reported to achieve the client’s objective while meeting the requirements of the various regulating agencies. The National Trust Tax Director will:
Maintain an industry leading tax reporting and compliance team with significant U.S. and state planning/reporting expertise. The team must have the experience needed to ensure filing compliance for extremely complex trust structures and investment vehicles.
Ensure the team continually augments their foreign tax and cross border treaty experience to meet the tax reporting needs of ultra high net worth clients and the related trust structures.
Build and maintain close partnerships with key constituents including Wealth Advisors, Trust Officers, Closely Held Asset Management, Corporate Risk Management, and Corporate Tax. These relationships will be critical to ensuring tax reporting responsibilities arising from complex tax planning strategies delivered by these partners can be achieved.
Stay abreast of current industry developments and changes in federal and state laws, regulations, and rulings to ensure the Firm accurately files appropriate reports to maintain compliance.
Maintain appropriate fiduciary risk management and quality control processes (accuracy, timeliness, etc.) to ensure our tax reporting responsibilities are fulfilled in accordance with the applicable regulations.
Identify and implement process efficiencies that maintain our high professional standards while continuing to deliver services cost-effectively.
Job Requirements
Qualifications
• Graduate Degree or Advanced Credentials (CPA, CFA, JD, MBA).
• Ten to fifteen years of U.S. (federal and state) tax reporting experience, with high net worth client experience strongly preferred
• Foreign tax and cross border treaty experience is a significant plus.
• Comprehensive knowledge of the tax impact of various investment products to the reporting requirements.
• Employee management experience required.
• Ability to analyze complex situations and recommend appropriate solutions using available internal and external resources within strict time constraints

Position Location
New York, Chicago, or Delaware

If you are interested in this job, please contact Eric Ellison eric.ellison@jpmchase.com