Wealth Management Trusts & Estates Tax Operations, Executive Director - JPMorgan Chase & : Job Details

Wealth Management Trusts & Estates Tax Operations, Executive Director

JPMorgan Chase &

Job Location : Chicago,IL, USA

Posted on : 2025-08-22T11:39:39Z

Job Description :
Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and foreign filings are completed timely and accurately by the firm's third-party tax vendor. The incumbent will be a key member of the Tax Technical & Advisory team located in Chicago, IL, and Newark, DE, and will be experienced in sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK, France, Israel, etc.), and US tax reporting for foreign trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory...Operations, Director, Tax, Estate, Executive, Management, Business Services
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