Job Description

JPMC’s Global Incentives Group (“GIG”) execute and maximize a diverse pool of incentive, real estate tax appeal, energy, and tax credit programs for all corporate strategies, retail strategies, capital investment projects, and business as usual operational activities in Global Real Estate. Savings are achieved through negotiations with various levels of governmental entities for discretionary incentives, researching statutory savings programs, filing for statutory tax credits and energy rebates, reviewing federal, state, and local tax code, and appealing real estate taxes.

As the Head of Global Incentives and Real Estate Tax, you will oversee all aspects of incentive, real estate tax appeals and payments, energy, and tax credit programs for JPMC’s worldwide operations. You will lead a high-performing team, collaborate with senior stakeholders, and ensure the firm’s compliance and strategic advantage through innovative management. Your work will be pivotal in supporting capital investment, operational excellence, and sustainability across the firm’s global footprint.

Job Responsibilities

• Lead the Global Incentives Group, setting strategic direction and managing all incentive, real estate tax, and energy programs for JPMC’s global operations
• Oversee negotiations with governmental entities for discretionary incentives and statutory savings programs
• Build frameworks for identifying and capturing new incentives in U.S. and international markets and direct research and execution of tax credits and incentives, energy rebates, and real estate tax appeals
• Ensure compliance with all incentive program contracts, legal statutes, and JPMC’s Sworn Document policy
• Oversee real estate tax payments, preparation and review of all real estate tax filings and manage tax appeals for owned and net lease global portfolio
• Manage RFP processes and vendor relationships for incentives, energy, and real estate tax consultants
• Manage procurement and interpretation of economic impact studies
• Lead cross-functional collaboration with Global Regions, Global Function and Corporate Functions including Legal, Finance, Government Relations and Human Resources. Work with Finance and Accounting to provide tax payment projections and updated accruals
• Drive process improvements and modernization of reporting frameworks and compliance tracking
• Develop and deliver professional presentations for senior management and executive leadership
• Mentor and develop team members, fostering a culture of excellence, compliance, and innovation

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• 15+ years of experience in incentives, real estate tax, or related fields, with multinational corporation or consulting firm experience
• Proven track record of negotiating business incentive deals and managing compliance for large organizations
• Experience managing third party providers for both incentives and tax payments and appeals
• Advanced knowledge of business and energy incentives at federal, state, local, and international levels
• In depth understanding of all aspects surrounding New York City Industrial & Commercial Abatement (“ICAP”) program
• Expertise in real estate tax, tax modelling, valuation techniques, and compliance processes
• Strong communication skills including ability to communicate cross functional, technical tax issues to non-tax professionals
• Strong leadership, project management, and cross-functional communication skills. Strong analytical, organizational, and stakeholder management skills
• Flexibility to work across global time zones
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Access, Visio, Project)

Preferred Qualifications, Capabilities, and Skills

• Degree preference for accounting, finance or related field
• Master’s degree (JD, MBA, MST, or CMI designation)
• Experience with non-U.S. tax and incentive programs
• UK and international real estate tax experience (APAC, EMEA, LATAM)
• Experience with cost segregation studies and capital allowance projects.

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