Tax Advisor jobs in United States, New Jersey, Jersey City

Job Description:

This role reports directly to a Managing Director who is the Co-Head of Tax Planning in Corporate Tax.

Job responsibilities:

• Lead acquisitions, dispositions, joint venture opportunities and structured investments for JPMorgan Chase’s own account from a tax perspective. This includes overseeing the entire deal life cycle of the transaction, from structuring through negotiation to post-closing integration.
• Collaborate on Internal Legal Entity Restructurings: Design, implement and advise on internal restructuring transactions, both domestic and cross-border.
• Collaborate with the team working on Investment Tax Credits: Partner with business units on investments that give rise to tax credits, such as low-income housing and green energy tax credits.
• Lead working on Tax Opportunities and Issues: Provide guidance and advice to other business stakeholders (including real estate, auto finance & credit cards) on tax considerations, including related to current and potential tax legislation and regulations

Required qualifications, capabilities and skills:

• Juris Doctorate (or non-U.S. equivalent)
• Minimum of 5+ years of relevant tax experience at a top tier law firm with a strong tax practice (exceptional candidates with financial services industry experience at Big 4 accounting firms may also be considered)
• Extensive technical expertise and experience with Subchapter C and Subchapter K, as applied to both domestic and cross-border transactions
• Strong written and verbal communication skills

• Demonstrated ability to work independently and take initiative

Preferred qualifications, capabilities and skills:

• Tax LLM
  

Job Summary:

Job Responsibilities:

• Manage tax-related inquiries from various firm businesses across established and emerging markets.
• Work with Corporate Tax colleagues and relevant business teams to review tax aspects of new initiatives or expansion into new markets.
• Coordinate and effectively communicate with colleagues, outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance.
• Review current and potential tax legislation and regulations.
• Participate in regular Corporate Tax department meetings and develop policies and procedures relevant to the businesses, including attention to reputational risk considerations.
• Provide tax counsel and support for products and services offered by our Corporate and Investment Bank, including: Prime Brokerage, Equity and debt derivatives, structured products, and other financial products and services within Markets, Investment Banking and Capital Markets, Bank Lending and Syndicated Loans, Treasury Services Payments and Corporate Banking, Securities Services (including Custody), Commercial Banking, Digital Asset Initiatives and Retail financial services, including retail banking and consumer lending
• Support JPMorgan Chase’s Treasury and Chief Investment Office in its activities.
• Serve as a general resource to the Corporate Tax Department, providing support in overseeing general and transactional tax planning.

Required qualifications, capabilities and skills:

• Juris Doctorate or non-US equivalent.
• At least 4+ years of relevant tax experience at a top-tier law firm with a strong tax practice, followed by experience at a major financial institution supporting businesses described above.
• Significant experience with financial products, trading, and derivative documentation required.
• Experience with drafting and negotiating tax provisions.
• Experience with advising on or implementing US tax information reporting and withholding obligations
• Strong written and verbal communication skills.

• Ability to be self-directed and work effectively in a fast-paced, dynamic environment.

Job Description:

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

As aFinancial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

•Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.

•Get training and one-on-one coachingfrom Academy managers who are invested in your success.

•Grow your business knowledgeby using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

•Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses(63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

•Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

•Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

•. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Bilingual Mandarin.

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Monday-Friday, some Saturdays required.

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 a minimum of 10 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.

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Monday - Friday, some Saturdays required

Job Summary:

Job Responsibilities:

• Manage tax-related inquiries from various firm businesses across established and emerging markets.
• Work with Corporate Tax colleagues and relevant business teams to review tax aspects of new initiatives or expansion into new markets.
• Coordinate and effectively communicate with colleagues, outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance.
• Review current and potential tax legislation and regulations.
• Participate in regular Corporate Tax department meetings and develop policies and procedures relevant to the businesses, including attention to reputational risk considerations.
• Provide tax counsel and support for products and services offered by our Corporate and Investment Bank, including: Prime Brokerage, Equity and debt derivatives, structured products, and other financial products and services within Markets, Investment Banking and Capital Markets, Bank Lending and Syndicated Loans, Treasury Services Payments and Corporate Banking, Securities Services (including Custody), Commercial Banking, Digital Asset Initiatives and Retail financial services, including retail banking and consumer lending
• Support JPMorgan Chase’s Treasury and Chief Investment Office in its activities.
• Serve as a general resource to the Corporate Tax Department, providing support in overseeing general and transactional tax planning.

Required qualifications, capabilities and skills:

• Juris Doctorate or non-US equivalent.
• 10+ years of total work experience with at least 4+ years of relevant tax experience at a top-tier law firm with a strong tax practice, followed by experience at a major financial institution supporting businesses described above.
• Significant experience with financial products, trading, and derivative documentation required.
• Experience with drafting and negotiating tax provisions.
• Experience with advising on or implementing US tax information reporting and withholding obligations
• Strong written and verbal communication skills.
• Ability to be self-directed and work effectively in a fast-paced, dynamic environment.

As a Human Resources Business Advisor in the Enterprise Technology organization, you will report to the HR Business Advisor Lead and be aligned to support Senior Leaders and Leaders within Enterprise Technology.

Job Responsibilities::

• Support the implementation of people agenda initiatives and efforts for a business area
• Provide day-to-day advice on human capital matters.
• Advise business leadership and cascade the structuring & re-organizational changes deeper into LOB areas to institutionalize the new organization into BAU
• Support year-end compensation process by ensuring that baselines are accurate and synchronized (including joiners, leavers, transfers) with finance and/or business management, providing guidance on incentive compensation and salary planning as appropriate and supporting managers through compensation decisions
• Support the performance and talent management cycle by partnering with leaders on an as-needed basis to handle succession planning needs and requirements, answer performance questions, issues and processes, supporting and providing guidance on the promotion process particularly during quarterly & end-of-year timing
• Facilitate feedback processes and other employee input initiatives, e.g. action plans based on Employee Opinion Surveys, Pulse Checks, etc.
• Support or participate in individualized development and coaching to managers and emerging leaders, as needed, and in partnership with the development team. This may include supporting action items that stem from leadership coaching provided by the aligned HRBA or an external coach
• Be available to provide front-line support to managers for HR risk / controls initiatives
• Provide project management support for HR-related initiatives being implemented within LOBs
• Support cross-LOB and large scale initiatives

• Work with management information systems (MIS) and reporting to understand trends and outliers, and facilitate fact based, metrics driven client decisions

Required Qualifications, Skills and Capabilities:

• 6+ years of Human Resource experience
• Bachelor’s Degree required
• Knowledge of full range of people practices in a business setting: goal setting, performance assessment and improvement, compensation practices, talent review and talent management, workforce planning, reductions in force, manager development
• Project management abilities including execution skills and end to end process improvement
• Technically proficient in MS Office Suite – including Excel and PowerPoint
• Ability to utilize critical thinking and analytical skills regularly to identify issues and trends, develop solutions and/or recommendations to address root cause
• Strong analytical, quantitative and technical skills that enable individual to leverage data to create HR strategies that support and drive business results
• Ability to navigate a global matrix organization and partner on issues across HR and the business
• Must be able to work collaboratively and to develop strong, positive working relationships
• Proven track record in objectively coaching employees and management through complex, difficult issues and mitigating risks

• Exceptional judgment, demonstrated ability to make sound decisions and be creative in developing alternative solutions in a fast paced environment