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JPMorgan Private Client Banker - Clifton Park NY 
United States, New York 
277917389

09.09.2025

Job responsibilities

  • Understanding the transactions, products, and platforms within the J.P. Morgan Private Bank line of business;
  • Developing knowledge of worldwide tax regimes and requirements applicable to these transactions, products and platforms;
  • Communicating tax requirements and risks clearly and succinctly to non-tax business and functional colleagues;
  • Escalating risks internally within the team and the line of business as appropriate;
  • Collaborating with external tax advisors and partner internally with global Corporate Tax colleagues (including VAT specialists) and non-tax colleagues (such as Business, Legal, Finance, Operations, etc.).

Required qualifications, skills and capabilities

  • Qualified Solicitor, Chartered Tax Advisor, or Accountant;
  • Relevant experience providing private banking / client and / or financial services tax advice in a law or accounting firm;
  • Ability to communicate tax issues to non-tax personnel, and an interest in understanding the commercial context of tax advice;
  • Capability to work under pressure in a commercial environment without compromising technical or ethical standards;
  • Willingness to approach new and unfamiliar issues analytically and logically;
  • Excellent written and spoken English.