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Wealth Management, Trusts & Estates Tax Manager, Executive Director

Req #: 180020715
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Position Summary
The Fiduciary tax compliance practice within Global Wealth Management has been outsourced to Deloitte Tax LLP.  This open position will report directly to the Tax Liaison Team Fiduciary Tax Lead and will involve frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust officers, bankers, investors, wealth advisors, etc).  This position will have the following responsibilities:
  • Maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable entities served by the bank
  • Assist the bank’s trust officers and administrators with fiduciary and charitable tax issues
  • Assist the bank’s wealth advisors in the acquisition of new business by collaborating on tax policy and insuring capability and capacity to provide requested services
  • Assist in establishing tax policy as it pertains to trusts & estates and charitable entities to insure compliance with federal, state and international laws and regulations
  • Provide leadership and technical guidance for the bank in the following areas of expertise:
    1. Federal and state fiduciary income, estate, gift and GST taxation
    2. Federal and state charitable taxation and regulatory compliance matters
    3. Non-resident Alien Withholding and reporting implications
    4. State income tax withholding; state tax situs; and tax nexus issues
    5. International tax laws including FATCA and CRS


  • Juris Doctorate degree
  • Minimum 8–10 years work experience specializing in trust, estate and charitable tax planning and compliance matters
  • Experience in the Financial Service Industry a plus
  • Strong aptitude to identify and minimize business risk
  • Aptitude toward sharing knowledge by developing and leading training sessions for staff
  • Demonstrated understanding of tax issues of the high and ultra-high net worth client
  • Demonstrated understanding of tax issues pertaining to charitable trusts and foundations
  • Ability to operate in a fast-moving and demanding environment
  • Excellent oral and written communication skills, including the ability to communicate effectively with executive level management
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