Johnathan Dulin
Wealth Management Tax information Analyst at JPMorgan Chase & Co. | Chestertown, Maryland, United States
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As a Wealth Management Tax Information Analyst at JPMorgan Chase & Co., Johnathan Dulin plays a pivotal role in ensuring compliance with complex tax regulations, particularly for international clients. His expertise in reviewing and filing 1042S forms is critical for managing the tax obligations of non-resident clients, especially those from Canada. Johnathan serves as the lead for Canadian tax filing, navigating the intricacies of cross-border tax issues and providing tailored solutions that align with both U.S. and Canadian tax laws.
In addition to his primary responsibilities, Johnathan is instrumental in generating monthly backup withholding reports and weekly FATCA reports, which are essential for maintaining regulatory compliance and minimizing potential risks. His proficiency in Alteryx has allowed him to develop several automations that streamline compliance processes and enhance the accuracy of reconciliation reports. This innovative approach not only improves efficiency but also ensures that the team can focus on strategic tax advisory roles rather than being bogged down by manual tasks.
Moreover, Johnathan's collaborative spirit shines through as he assists the 1099 team and addresses B notices, ensuring that all filings are accurate and submitted in a timely manner. His knowledge of tax law, financial reporting, and Generally Accepted Accounting Principles (GAAP) positions him as a valuable resource within the organization. With a keen eye for detail and a commitment to excellence, Johnathan Dulin continues to contribute significantly to JPMorgan Chase's reputation for providing exceptional wealth management services while navigating the complexities of tax compliance.
Wealth Management Tax information Analyst at JPMorgan Chase & Co. in October 2022 to Present
Document Specialist at Citi in February 2022 to July 2022
Tax Associate at Jackson Hewitt Tax Service Inc. in September 2021 to March 2022
Document Reviewer at CONCILIO SERVICES LIMITED in October 2021 to February 2022
Temporary Document Reviewer at Deloitte in May 2021 to July 2021
Legal Assistant at Baik Law, LLC. in January 2021 to May 2021
eDiscovery Specialist at Spear Greenfield in May 2020 to July 2020
Seasonal Tax Preparer at Jackson Hewitt Tax Service Inc. in October 2019 to February 2020
Law Student at Rutger University in June 2016 to October 2019
Student Assistant at The Judith H. Wizmur Bankruptcy Pro Bono Project in September 2017 to April 2019
organizer at Rallypeople in January 2015 to June 2015
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Rutgers Law School, Doctor of Law - JD, September 2026
Penn State University, Bachelor's degree, September 2026
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Constructive Feedback
Technical Reviews
Partnership Taxation
Taxation
Visual Basic for Applications (VBA)
VLOOKUP
Summaries
Calculations
Human Resources (HR)
Confidentiality
Accounts Payable (AP)
English
Banking
Customer Satisfaction
Microsoft Outlook
Financial Transaction Processing
Computer Literacy
Billing Process
Intellectual Property
Invoicing
Billing Systems
Client Billing
Legal Billing
E-invoicing
Tracker
LexisNexis CounselLink
Law Firm Administration
Law
Accounting
Medical Records
Adobe Acrobat
Microsoft Office
Writing
Tax Planning
Project Management
Finance
Regulatory Compliance
Legal Research
Electronic Filing
Legal Writing
Loan Documents
Data Integrity
General Ledgers
Cash Collection
Problem Solving
Account Reconciliation
Attention to Detail
Federal Tax
Tax Software
Tax Forms
Tax Law
Written Communication
Organization Skills
Tax Advisory
Communication
Corporate Tax
1042s
Balance Sheet Review
Tax Compliance
Financial Reporting
Analytical Skills
Alteryx
Tax
Income Tax
Tax Preparation
Litigation Support
Documentation
Legal Discovery
Data Analysis
Document Management
Documentaries
Legal Document Preparation
Document Review
Canadian Tax
OMNI
Olympic
Financial Analysis
Public Speaking
Microsoft Word
Microsoft Excel
Customer Service
Leadership
Event Planning
Teamwork
Fundraising
Research
Generally Accepted Accounting Principles (GAAP)
Westlaw
LexisNexis
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Discover more about JPMorgan Chase & Co.What is Johnathan Dulin email address?
Email Johnathan Dulin at [email protected]. This email is the most updated Johnathan Dulin's email found in 2026.
How to contact Johnathan Dulin?
To contact Johnathan Dulin send an email to [email protected]. (updated on September 06, 2024)
What company does Johnathan Dulin work for?
Johnathan Dulin works for JPMorgan Chase & Co.
What is Johnathan Dulin's role at JPMorgan Chase & Co.?
Johnathan Dulin is Wealth Management Tax information Analyst
What is Johnathan Dulin's Phone Number?
Johnathan Dulin's phone (301) ***-*200
What industry does Johnathan Dulin work in?
Johnathan Dulin works in the Investment Banking industry.
Johnathan Dulin Email Addresses
Johnathan Dulin Phone Numbers
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