Global Mobility Tax Associate

Job Description

Take on a challenging and rewarding position as a Global Mobility Tax Associate at JP Morgan Chase, where your expertise will support employees navigating international relocations and cross border travel. In this role, you’ll be at the forefront of managing tax and social security compliance for a diverse group of globally mobile professionals. Collaborate with experts across HR, compensation, and payroll to deliver seamless support and expert guidance. This is your opportunity to develop specialized skills, drive impactful solutions, and contribute to a dynamic, global organization committed to professional growth and innovation.

As a Global Mobility (GM) Tax Associate, within our team, you will be responsible for managing income tax and social security compliance matters for various mobile employee personas including, but not limited to, expatriates, permanent transfers, business travelers and US Persons abroad. The individual will work alongside Global Mobility Advisors and will report to the Global Mobility US Tax Manager.

Job responsibilities 

• Global mobility tax subject matter expert who can respond to queries on international assignment tax policies from GM, HRBAs, business managers, vendors and employees (our clients)
• Partner with the Stock Administration Teams, Cash Comp Teams and Overseas Offices to determine multi-country sourcing and global income tax and Social Security withholding requirements on:
  • Manage Stock Awards (RSUs)
  • Process & Mid-Year Deferred compensation payments
  • Process & Mid-Year Cash bonus payments
  • Handle Term/Severance payments, Stock Options and other Executive Comp payments
• Advise our clients on the tax implications of particular assignments, including multi-country taxation of transfer-year bonuses, equity and other deferred compensation
• Coordinate with external tax service provider on annual tax return preparation authorizations and related services
• Review of payroll tax compliance and coordination with multiple payrolls
• Review of Global Mobility compensation reports and Form W-2 to ensure proper payroll reporting, particularly with respect to research and resolution of any differences
• Coordinate with tax service provider(s) on income tax gross ups, estimated tax payments, and tax advance payments
• Support in proactively managing the firm-wide regulatory and control agenda

Required qualifications, capabilities, and skills

• College/University degree
• Strong Excel, Alteryx, data analytics and data integrity analysis skills
• Understanding of equity sourcing and tax instructions, payroll withholding requirements, US tax settlement calculations and global expatriate tax implications
• Self-motivated and result-oriented individual with attention to detail and the ability to work under pressure within tight deadlines
• Strong organizational skills, project and change management experience
• Ability to make sound business decisions and understand when to escalate issues
• Solid communications skills, including experience conducting counseling sessions or other equivalent expatriate tax advice work

Preferred qualifications, capabilities, and skills

• 2+ years of Global Mobility tax experience, Big 4 experience preferred

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

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.

Human Resources plays a critical role in driving the employee experience, shaping the firm’s culture and building a diverse and inclusive workforce. We are a strategic partner to the business — working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.