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Wealth Management, Trusts & Estate Tax Specialist, Analyst

Req #: 170111814
Location: Chicago, IL, US
Job Category: Asset Management
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.
Wealth Management Trusts & Estates Tax Analyst
The Trusts & Estates Tax practice within Global Wealth Management has been outsourced to Deloitte Tax LLP.  This role would require a close working relationship with T&E Tax team including contact with internal and external stakeholders.  Primary responsibility will be to provide a strong working knowledge of tax matters for our client base and to ensure compliance with Federal and State filing requirements.   This would include process and procedure, analysis of risk review data and helping to focus on priority items. Also, this role involves frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust Officers, Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader projects. 

  • Receive and sort daily mail
  • Support of tax filings
  • Support of refund processing
  • Support notice processing
  • Documentation of data analysis & inquiries
  • Documentation  & issue resolution
  • Partner with various areas of Wealth Management, including but not limited to Tax Operations, Trusts & Estates Front Office, external tax vendor etc.
  • Communication & participation in various project activities (business requirements, testing, implementation, procedures, etc)



  • Excellent communication skills
  • Ability to multi-task in a fast paced environment
  • Self-directed and motivated
  • Strong analytical and problem solving skills
  • Ability to work independently and as part of team
  • Flexible – May require long hours during tax season
  • Ability to work under high pressure and to prioritize appropriately
  • Ability to plan and prioritize
  • Proficient with Microsoft products-Word, Excel
  • Associate degree preferred
  • 1-2 years in banking or securities experience
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