Client Tax Operations - Securities Services US Tax Withholding Associate
Company: JPMorganChase
Location: Newark
Posted on: April 1, 2026
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Job Description:
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: Extract,
transform, and reconcile large data sets from custody, tax engines,
and documentation systems; build repeatable workflows that enhance
data quality and lineage. Perform data validations, outlier
detection, and exception handling across high-volume income events
and client populations; document assumptions and control evidence.
Calculate and apply US nonresident (Chapter 3) and FATCA (Chapter
4) withholding on US source income events across asset classes and
account types, ensuring rate accuracy per documentation and treaty
eligibility. Reconcile withholding accruals versus remittances;
support timely federal tax deposits and payment processes; maintain
audit-ready trails for all adjustments and exceptions. Support
preparation and quality control for Forms 1042?S, 1099, and 1042,
including data validation, corrections, and amendments; manage
high-volume file generation and reconciliation checkpoints. Execute
year-end and interim reporting timelines with precision, ensuring
reconciled totals, error-rate thresholds, and complete audit
trails. Execute daily control checks, tolerance-based
reconciliations, and root-cause analysis; raise issues promptly and
drive remediation with documented evidence and sustainable fixes.
Maintain and enhance SOPs/runbooks, embedding preventive and
detective controls in data workflows. Partner with Client Service,
Tax Product, and Technology to resolve client queries and complex
withholding scenarios; communicate data-driven findings clearly and
succinctly. Translate regulatory/tax requirements into operational
steps and control points; support UAT and production validation for
tax engine and documentation platform changes. Required
qualifications, capabilities and skills: Bachelor’s degree in
Accounting, Finance, Business, Economics, Data/Information Systems,
or related field; or equivalent experience. 2 years of experience
in securities services, custody, fund administration,
broker-dealer, or financial operations with a focus on US tax
withholding and information reporting in data-heavy environments.
Ability to handle large, multi-source data sets with strong data
hygiene. Experience with data reconciliation techniques;
familiarity with SQL or similar tools Working knowledge of US
withholding tax rules (Chapter 3), FATCA (Chapter 4), treaty
benefits, and US forms (W?8 series, W?9), plus information
reporting (1042?S, 1099, and 1042 basics). Exceptional attention to
detail and commitment to controls; proven track record reducing
errors and improving data quality at scale. Strong analytical and
problem-solving skills; ability to manage peak cycles and multiple
deadlines. Excellent written and verbal communication; can
articulate complex, data-driven conclusions to non-technical
stakeholders. Preferred qualifications, capabilities and skills:
Experience with tax documentation tools, withholding/tax engines,
and custody platforms; familiarity with control frameworks in
financial operations. Exposure to corporate actions income
processing, interest/dividend events, and cross-border tax topics.
Prior experience supporting audits, issue management, and
remediation programs in regulated environments. Certifications: IRS
Enrolled Agent, CPA, or equivalent exposure to US tax (nice to
have). Core Competencies Data Rigor and Quality: Designs and
follows controls that ensure data completeness, accuracy, and
traceability; documents logic and evidences results. Risk and
Control Mindset: Adheres to procedures, rapidly
escalates/control-breaks, and delivers durable remediation with
metrics. Ownership and Execution: Manages throughput and timeliness
across monthly/quarterly/year-end cycles; prioritizes based on risk
and client impact. Collaboration: Coordinates across operations,
tax advisory, client service, product, and technology to resolve
issues and implement improvements. Continuous Improvement:
Identifies automation opportunities; contributes to UAT and
post-implementation validation; modernizes SOPs and data
checks.
Keywords: JPMorganChase, White Plains , Client Tax Operations - Securities Services US Tax Withholding Associate, Accounting, Auditing , Newark, New York
