Tax Attorney, Corporate Tax Planning - Vice President

About the role

Join a high-impact Corporate Tax Planning team advising on complex products and strategies across JPMorganChase. You'll partner closely with front office, control functions, and senior stakeholders to deliver clear, commercial guidance. This role offers broad exposure to investment, wealth, and retail financial services with meaningful influence on business outcomes.

As a Tax Attorney Vice President on the Corporate Tax Planning team, you will provide pragmatic, risk-aware tax counsel across products, businesses, and regions, with a primary focus on supporting Asset and Wealth Management offerings while partnering closely with front office and key control functions reporting to a Managing Director in Corporate Tax.

You will be part of a team that identifies tax issues and opportunities and advises JPMorganChase's lines of business on the tax aspects of products and services offered to clients and customers, with an emphasis on Asset and Wealth Management.

Responsibilities

• Provide tax counsel and support in connection with Asset and Wealth Management products and services, including wealth management and private banking, investment solutions and product development (including alternative investments), and retail financial services (including retail banking, investment products, and consumer lending)
• Coordinate and communicate effectively with colleagues, outside tax counsel, accounting firms, and internal stakeholders to support appropriate tax planning, risk controls, and compliance
• Partner with Corporate Tax colleagues and relevant business teams to review the tax aspects of new initiatives and expansions into new markets and/or strategies
• Monitor evolving tax law, legislation, and administrative guidance, including Treasury regulations, IRS rulings, and court decisions, and assess implications for JPMorganChase products, services, and structures, providing actionable guidance to stakeholders
• Participate in Corporate Tax Department meetings and contribute to policies and procedures relevant to supported businesses, with attention to substantive, operational, and reputational risk considerations
• Serve as a general resource to the Corporate Tax Department, supporting its oversight of general and transactional tax planning matters as needed
• Draft, review, and negotiate the tax aspects of legal documents, including partnership agreements, derivatives documentation, tax opinions, and fund offering materials

Requirements

• Juris Doctor (J.D.) or non-U.S. equivalent
• Admission to at least one U.S. state bar
• 5+ years of relevant tax experience at a top-tier law firm with a strong tax practice or in-house at a financial institution; exceptional candidates with financial services industry experience at a Big 4 accounting firm may be considered

Skills

• Experience advising on investment and transactional tax issues impacting individuals, corporations, partnerships, and trusts, with strong foundations in partnership taxation (Subchapter K), investment company taxation (RICs and REITs), withholding on foreign investors (Chapters 3 and 4), UBTI analysis, and cross-border U.S. tax planning and structuring
• Exposure to traditional and alternative investment management
• Experience reviewing, negotiating, and drafting legal documents, including partnership agreements, derivatives documentation, tax opinions, and fund offering materials
• Experience with U.S. and AEOI tax information reporting and withholding obligations
• Strong written and verbal communication skills, with demonstrated interpersonal and relationship-building capability across legal, tax, business, and control partners
• Ability to manage multiple priorities in a fast-paced, dynamic environment, supported by strong analytical and problem-solving skills

Preferred Qualifications

• Tax LL.M. is a plus

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.