Corporate- Tax Information and Withholding Advisor, Vice President

Join JP Morgan as an Information Reporting & Withholding Advisor- Vice President and be part of a team that advises JPMorgan’s businesses on US Information Reporting and Withholding tax matters.

Job summary:

As an Information Reporting & Withholding Advisor- Vice President within our Corporate Tax Division, you will have the opportunity to advise JPMorgan’s businesses on US Information Reporting and Withholding tax matters. This role provides a unique opportunity to work closely with various business units, providing guidance and expertise on complex tax matters.

Job responsibilities:

• 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.    


• Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly.


• Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements. 


• 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.)


• Prepare and present training when appropriate.


• Comment on newly proposed regulations, tax forms and industry issues.


• Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.).

Required qualifications, skills and capabilities:

• Have 7+ years US information reporting and withholding tax advisory experience.


• Clear and concise communication skills (both verbal and written) required.


• Broad knowledge of financial products, including investment funds.


• Ability to quickly grasp and explain complex business transactions/products.


• 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 work independently.

Preferred qualifications, capabilities, and skills:

• Juris Doctor preferred.