JP Morgan Chase - Leader - IPB Tax Operations Role - Asset & Wealth Management

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Purpose

Candidate to help with tax reporting with regards to capital gains and income as well as other specific tax reporting for clients as part of Tax operations role. You will ensure each day that the tax treatment of our client's transactions meets the requirements of tax authorities.

Role & Responsibilities

- Tax reporting for foreign entities including US 1042, US 1099, CRS & FATCA, & UK Tax

- Analyzing & reconciling trade/transaction feed between accounting system and tax system to ensure accurate gain/loss reporting in tax packs/reports

- Ensuring the various tax reporting production

- Producing with a high level of quality annual and on-demand tax reports on capital gains and income for clients

- Ensuring that our tax statements meets the foreign tax requirements.

- Helping the team head to optimise production processes and contributing to the continual improvement of production tools

- Ensuring independent follow up on client requests and resolution of queries

Profile/Skills

- Bachelors/Master's in Accounting or Economics.

- At least five years' experience in banking operations, especially in Tax operations/reporting

- Good Knowledge of CRS and FATCA reporting

- Good Knowledge of UK or US Tax (1042 and 1099 Tax reporting)

- Securities knowledge and back office operations knowledge pertaining to Corporate Actions and Hedge funds

- Experience on client tax onboarding is a plus

- Excellent written and verbal communication skills

- Skilled user of MS Office (especially Excel)

- Strong stakeholder management skills

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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