J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We are looking for a Tax Support Manager to join International Private Bank Client Service Center of Excellence team.
As a Tax Support Manager within the International Private Bank (IPB) Client Service Tax Support team, you will be tasked with assisting the Client Service (CSS) team in a variety of tax-related matters, ranging from tax documentation to tax bookings/withholding and tax reporting.
Job Responsibilities:
- Manage daily requests and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures. Escalation of issues for any urgent matters or assistance.
- Proactively manage and monitor the IPB Client Service Tax Support mailbox in Global CASE and assist Client Service Teams and Front Office answering tax queries or/and liaising with Tax Ops Teams for assistance.
- Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
- Act as coordinator between Tax Operations and Client Service Teams / Front Office
- Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
- Participate in Service-related projects/priorities as needed
- Provide support to direct manager/local manager by ensuring that local administrative tasks are accomplished
- Work closely with Europe, Middle East and Africa (EMEA), Latin America (LATAM) and Asia Client Service Managers
- Prepare of ad-hoc reports as required
- Ensure that individual activities, as well as team activities are tracked in a timely manner
- Assist CSS Tax Manager and Client Service Managers in developing communications for best practices to be shared across the teams
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Required qualifications, capabilities, and skills:
- Minimum 1 year of experience in the Financial Services and/or Private Banking industry as an onboarding officer or junior tax specialist
- Experience with tax documents review, account openings or Know Your Client (KYC), is a must
- Understanding of Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) rules
- Highly organized, attentive to details, excellent follow up habits
- Service-Oriented
- Effective communicator (both orally and written)
- Ability to synthesize complex tax terms into ease understanding by non-tax members
- Ability to work effectively as a member of a team with the ability to work well with multiple Client Service teams and other team members
- High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
- Candidate must be fluent in English (speak & written)
Preferred qualifications, capabilities, and skills:
- Bachelor's Degree preferred or equivalent work experience
- Can communicate using one or multiple of the following European languages: Italian, Spanish, Portuguese, French - preferred but not required
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.