Wealth Management Trusts and Estates Tax Analyst
Yesterday• Wilmington, DE
Chicago, IL
Are you ready to make a difference in Wealth Management? As a Trusts & Estates Tax Operations Analyst, you will play a vital role in supporting trust and estate professionals in managing fiduciary tax reporting obligations. This position offers the opportunity to apply your tax technical expertise and collaborate with internal teams and external clients and vendors.
As a Trusts & Estates Tax Operations Analyst within the global trust and estate teams, you will conduct comprehensive reviews related to tax implications and filings. You will collaborate closely with internal teams and the firm's third-party accounting firm to assess tax returns, closing memos, generation-skipping tax impacts, and significant event implications.
Job Responsibilities:
- Collaborate with internal teams and third-party accounting firms on closing accounts for tax implications.
- Review income and transfer tax returns prepared by third-party accounting firms for accuracy and compliance (e.g., 1041, 990, 5227, 706, 706-GST).
- Review governing documents to ensure tax attributes are correct.
- Identify and execute on automation opportunities.
- Conduct ad hoc research and projects as required.
Required Qualifications, Capabilities, and Skills:
- BS/BA degree or equivalent experience.
- Superior written and verbal communication skills.
- Excellent organizational skills with the ability to manage multiple tasks.
- Proficiency in MS Office Suite.
- Willingness to work beyond core business hours as needed.
- Risk and control mindset.
Preferred Qualifications, Capabilities, and Skills:
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- Knowledge of IRS requirements preferred.
- Interest in the nuances of tax regulations and their impact on internal processes and client interactions.
ABOUT US
JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, 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 & Co. 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.
Client-provided location(s): Wilmington, DE, Chicago, IL
Job ID: JPMorgan-210653155
Employment Type: FULL_TIME
Posted: 2025-08-13T19:07:15
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion