JPMorgan Chase
Client Tax Associate - Trusts and Estates
$75K–$107K
Newark, DE +1 · Full-time · Posted Oct 27, 2026
- Location
- Newark, DE
Chicago, IL - Experience
- 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment.
About the job
Supports tax reporting, regulatory filings, and compliance operations for trusts and estates across multiple jurisdictions, with a focus on AEOI requirements and process improvement.
What you'll do
- Support tax reporting and filings, including CRS, FATCA, and other non-U.S. obligations; review tax forms and governing documents.
- Manage validation outreach, exceptions, data corrections, CRS tax profiles, and indicia remediation.
- Monitor regulatory changes and improve procedures, systems, and workflows through standardization and automation.
What they ask for
- Background in tax or accounting, including tax technical insight in an operational environment.
- Direct experience supporting AEOI information reporting and understanding of tax certifications, IRS Forms W-8 and W-9, and CRS self-certification concepts.
- Strong data and controls capability, including reconciliations, exception handling, and evidence retention; deep understanding of international tax filings and regulatory change management.
- Microsoft Office proficiency with strong Excel skills; financial-services risk awareness and operational control experience.
Nice to have
- Experience in regulated operations or product support, cross-functional coordination, workflow tools, or basic data querying.
- Experience supporting FATCA, creating tax training materials, or using AI-powered analytics, workflow automation, or intelligent process tools.
Pay
USD $75,050.00-$107,000.00 base salary
Tools
CRS, FATCA, AEOI, IRS Forms W-8 and W-9, Microsoft Office, Excel
AI focus
Preferred experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or increase accuracy in operational processes.
Model-written summary · the original posting is authoritative