JobMesh

Client Tax Operations - Securities Services US Tax Withholding Associate

JPMorgan Chase & Co. · Newark, Delaware, US

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into pre...

Job description

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort working with high-volume transactional data. Job responsibilities: Support preparation and quality control for Forms 1042‑S, 1099, and 1042, including data validation, corrections, and amendments; manage high-v...