We are looking for a passionate, curious, and someone who is ready to make an impact and can cope with changes of day-to-day operations and wants an opportunity to grow and position our global team for the future.
As an IPB ASIA Tax Documentation Compliance Analyst in our global team, you will be tasked with ensuring adherence to tax regulation requirements for the Asia platform by performing documentation and system review. You will have the opportunity to grow and position our team for the future, while coping with the changes of day-to-day operations. This role provides an exciting opportunity to make an impact and contribute to our team's success.
The Tax Documentation Compliance Team oversees the review and acceptance of client tax documentation, the maintenance of data in a variety of systems, regular review of existing client files to ensure data consistency and processing of any ad hoc changes requested by our clients.
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Job responsibilities
- Complete review of client tax documentation and systems input
- Provisioning of guidance, advice and training to other teams
- Advise the business on a wide range of tax documents issues relevant to account opening and due diligence
- Support the business on prospects development ahead of the account opening stage as well
- Control and reconcile in order to ensure that information stored in our systems is accurate and in line with client's documentation
Required qualifications, capabilities, and skills
- A degree qualification or professional certification relating to tax
- Familiar with Common Reporting Standard (CRS), Foreign Account Tax Compliance Act ( FATCA), and US tax forms or KYC/AML documentation
- Excellent organizational skills - attention to detail, methodical, process driven
- Ability to multitask - who can manage multiple streams of work concurrently and prioritize effectively
- Ability to work accurately to tight deadlines in a demanding environment
- Strong MS Office skills (Excel intermediate level required)
- A strong sense of ownership and responsibility
- Outstanding interpersonal, verbal, and written communication skills
Preferred qualifications, capabilities, and skills
- FATCA, US, or CRS Background
- KYC/AML Background
- Wealth Management/Private Banking Background
- Operations/Banking Background
- Fluency in English mandatory / fluency in any European languages would also be a strong advantage
ABOUT US
JPMorgan Chase & Co., 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 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.
ABOUT THE TEAM
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.