Accountant / Junior Advisor (Corporate Tax Department)

JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorganChase brand, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.


If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.



CORPORATE TAX DEPARTMENT



Accountant / Junior Advisor (Corporate Tax Department)



Information Reporting and Withholding Tax Advisory Position

(Form 1042 Management and Information Reporting Advisory Role)



This person will be a member of the Information Reporting and Withholding Tax Advisory Team. This individual will assist in advising businesses on information reporting and withholding tax (IRW) matters and will manage the Form 1042 process. This person should be a self-starter.



This person will interface with numerous individuals of all levels throughout the bank. Thus, strong oral and written communication skills are essential.

Primary Responsibilities:

 

Manage the annual Form 1042 filing process for the firm. This includes collecting, analyzing and aggregating numbers from approximately 100 business units. Work closely with the Tax and Compliance Department in order to reconcile Form 1042 information. Develop a quarterly proforma filing process and a withholding tax deposit reconciliation process.



Analyze, research and provide solutions to internal inquiries on information reporting issues that affect JPM and client transactions. Meet with business and operations areas as needed to discuss and confirm understanding of requirements.



Provide guidance and training to operations units with regard to documentation collection and information return filings. Respond to IRS Forms 1099 and 1042 inquiries.



Manage the IRS penalty notice programs such as B-Notices and C-Notices.
REQUIREMENTS


2-5 years experience in Accounting/Audit/Corporate Tax, preferably in Information Reporting and Withholding Tax Advisory.



Knowledge of banking and brokerage products is strongly preferred.



Excellent organizational skills are critical to the accurate collection, tracking and filing Forms 1042 from 100 business areas. Accuracy and attention to detail is critical due to significant dollars reported on returns. Must be comfortable with collecting, presenting, and analyzing financial data.



Must be able to independently manage return process. Must have the ability to be persistent and assertive with businesses to ensure that deadlines are met.



Must be able to research information reporting issues using the Internal Revenue Code, Treasury Regulations, Revenue Procedures, etc.



Must be able to synthesize and communicate tax regulations in a manner easily understood by the non-tax staff in the business and operations areas. Strong written and oral communications skills are a must.



Accounting degree preferred