Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Private Bank.
The J.P. Morgan Private Advisory team is a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
The Senior Tax Strategist will report directly to the Head of Tax Strategy for the Private Bank. This individual will be expected to develop and deliver thought leadership, insights, and advice to advisors, clients and prospects on critical wealth structuring techniques and strategies used across the high net worth wealth spectrum.
Job Responsibilities
- Engaging with clients: Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs
- Developing thought leadership: Author or contribute to timely thought leadership to be shared with clients and prospects
- Presenting to advisors and clients: Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them
- Collaborating with internal partners: Work with partners across both the Private Bank and the firm to develop solutions and strategies addressing our clients’ changing wealth structuring needs
- Acting as a subject matter expert: Supporting clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ
- Providing education and training: Educate internal partners and Private Bank advisors on important tax topics and foundational concepts
- Maintaining strong relationships: Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects
Required Qualifications, Capabilities And Skills
- Bachelor’s degree required
- JD or CPA required
- 6+ years of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms
- Knowledge of income taxes, transfer taxes, estate planning and fiduciary law, as well as related fields of law, for high net worth individuals required
Preferred Qualifications, Capabilities And Skills
- Ability to work independently and as a team player
- Hard working with ability to perform under pressure and multitask
- Strong written and verbal communication skills with impeccable attention to detail
- Good listening and questioning skills in order to provide strategic advice
- Microsoft Office suite experience is required
- Willingness to travel
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
