Trust and Estates Tax Analyst
IT
Chicago, IL, USA
The Trusts & Estates (T&E) Tax practice within Wealth Management (WM) plays a key role in delivering a controlled, high-quality tax return process for WM clients. By coordinating outsourced tax preparation and providing technical support on Federal, State, and foreign tax requirements, the team helps ensure accurate filings, timely completion, and strong oversight across a complex trust and estate landscape. This role sits on the Tax Oversight and Controls team and offers high visibility through close partnership with internal T&E groups and senior practice leaders.
Job Responsibilities- Draft tax clearance memos and compile supporting documentation for review and routing.
- Track open items to completion and maintain clear status updates and follow-through.
- Support sworn document processing by downloading, organizing, and validating required documentation.
- Coordinate logistics for document processing activities and escalate gaps as needed to ensure completeness.
- Prepare reconciliation reports and produce daily/weekly metrics to support oversight routines.
- Investigate variances and assemble supporting backup for senior review and resolution.
- Perform basic tie-outs, execute completeness checks, and organize documentation to support tax return review.
- Coordinate trainings and debriefs by managing calendar invites, agendas, attendee lists, notes/action items, and follow-ups.
- Pull data from standard reports (Excel/Access) and compile and distribute outputs for analysis and periodic projects.
- Drive efficiency by identifying automation opportunities and supporting process improvement initiatives.
- Collaborate with trust settlements, estate settlements, and regional trust practice groups and communicate effectively with senior practice leaders.
- Communicate clearly and professionally in writing and verbally with diverse stakeholders.
- Demonstrate strong attention to detail and deliver consistent quality across repeatable processes.
- Execute effectively in a fast-paced, evolving environment with shifting priorities.
- Manage time and workstreams efficiently and meet deadlines with minimal oversight.
- Collaborate effectively within a team and produce results independently when required.
- Analyze information, identify issues, and solve problems using structured thinking.
- Prioritize competing deliverables and re-prioritize quickly as needs change.
- Propose practical improvements by applying a forward-looking, solutions-oriented mindset.
- Apply strong client focus and resolve issues and conflicts with professionalism and persistence.
- Use MS Office proficiently, including Access, Excel, PowerPoint, and Word.
- Apply familiarity with fiduciary income tax, generation-skipping transfer tax, and estate tax.
- Leverage experience in operations and/or product support in a regulated or process-controlled environment.
- Build strong working relationships, accept direction constructively, and partner effectively across teams.
- Support continuous improvement by contributing ideas to streamline workflows and strengthen controls.
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Trusts & Estates (T&E) Tax practice within Wealth Management (WM) supports the T&E practice by coordinating the preparation and filing of tax returns that have been outsourced to external preparers. The T&E Tax practice provides tax technical expertise in the interpretation and application of Federal, State and foreign laws and regulations that impact the tax filings of WM clients.