Job Description
You are a strategic thinker passionate about driving solutions in Client Tax. You have found the right team.
As a Client Tax Analyst within our dynamic team, you will be a strategic thinker passionate about promoting solutions in Client Tax. This role provides an opportunity to reconcile banking and tax systems, review transaction feeds, liaise with operations teams, collaborate with Tax Tech and Projects, maintain high standards, resolve process issues, and suggest enhancements. This role offers a chance to leverage your knowledge in Global Securities and Trade Settlement, Corporate Actions and Tax Reporting, and US Tax Reporting. Your attention to detail and proficiency in Microsoft Office will be key in this role. With us, you will have the opportunity to communicate across all levels and contribute to our commitment to process improvements and automations.
Job Responsibilities :
- Reconcile banking and tax systems: Ensure accurate reporting for clients and tax authorities across various jurisdictions (e.g., US, UK, Germany, Indonesia, FATCA, CRS).
- Review transaction feeds: Analyze transactions across different products and securities, ensuring correct tax withholding and remittance.
- Liaise with operations teams: Work with teams like Asset Servicing, Middle Office, and Derivatives for transaction reviews and corrections.
- Collaborate with Tax Tech and Projects: Support system enhancements and tax reporting for new products.
- Maintain high standards: Adhere to process controls and ensure no lapses.
- Resolve process issues: Interact with stakeholders to address issues and enhance process controls.
- Suggest enhancements: Propose process improvements and automations, and conduct risk and control analyses.
Required qualifications, capabilities and skills:
- Global Securities and Trade Settlement: Knowledge in these areas is essential.
- Attention to Detail: Ability to identify variances and abnormalities in gain/loss and FX.
- At least 4years of relevant work experience.
- Microsoft Office Proficiency: Skilled in Word, Excel, and Outlook.
- Effective Communication: Ability to communicate across all levels, with an executive presence for stakeholder interaction.
Preferred qualifications, capabilities and skills:
- Corporate Actions and Tax Reporting: Familiarity with security transfers, tax, and gain/loss reporting is preferred.
- US Tax Reporting Knowledge: Understanding of 1042s, 1099, FATCA, and CRS reporting is advantageous.
About Us
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 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.
