Vice President, Trusts & Estates International Tax Greater Chicago, IL Area
About the Role
Greater Chicago, IL Area (On-site)(Chicago, Illinois)
The Company is seeking a Vice President of Trusts and Estates International Tax to provide technical and operational tax expertise across a global practice. Responsibilities include advising on automatic exchange of information and fiduciary tax matters; supporting compliance and filings across multiple jurisdictions; reviewing tax forms and governing documents; and delivering tax training. The role will oversee tax profile validation and indicia resolution, monitor regulatory changes, and improve compliance procedures through process transformation and automation. The successful candidate will partner with internal teams and external tax providers to support accurate, timely reporting. Candidates should have at least seven years of relevant tax experience in public accounting, a law firm, or a corporate fiduciary, along with a background in tax or accounting and direct experience supporting automatic exchange of information reporting. Required expertise includes international tax filings, regulatory change management, US tax reporting for foreign trusts, and tax certifications such as W-8, W-9, and CRS self-certification. Strong communication, organization, risk awareness, and operational controls experience are essential, as is proficiency with office software and adaptability to new technology. Experience in operations and product support is preferred.
Functions:
- Operations
- Finance
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+