Client Tax Analyst - Team Leader

Job Description

About J.P. Morgan Chase & Co.J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, J.P. Morgan Chase & Co. serves millions of consumers in the United States and many of the world s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about J.P. Morgan Chase & Co. is available at www.jpmorganchase.comAbout J.P. Morgan Corporate & Investment BankJ.P. Morgan s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.Business Overview: Global Tax OperationsGlobal Tax Operations primary responsibility is to maximize clients investments by either facilitating effective tax relief at source on client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, a significant change agenda and complex market/regulatory requirements.Job DescriptionThe primary responsibility of this position is to perform regulatory tax reporting. This is required to comply with regulations due to focus on expanding and improving cross border tax reporting driven by regimes such as FATCA, US Tax Reporting , which has resulted in increased regulatory reporting requirements across the CIB. This is a developing function with a high-risk product with diverse / complex market requirements. Responsibilities include, but are not limited to: Responsibilities include:

• Understanding and interpreting the operational impact of complex regulations.
• Perform YE tax reporting to IRS within the timeline
• Adherence to Standard Operating Procedures
• Point of contact for tax enquiries to support our client s tax servicing needs.
• Taking proactive responsibility for the resolution of client s enquiries within the published standards.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team
• Involvement in the development and build out of the function.
• Escalation and management of exceptions and issues.
• Exception management / resolution.
• Continually review operational tax processes to identify areas for enhancement
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team

• A relevant Degree qualified and equivalent work experience.
• International Taxation regulatory reporting experience.
• Strong experience in using Microsoft Excel, Access Database etc. in Data Validation, Data mining, Data management
• Able to demonstrate operational management experience within financial services, specifically global custody or investment banking.
• Excellent internal and external communication and problem solving experience.
• Experience in risk awareness and operational control experience within financial services.
• Ability to lead process improvement, articulate ideas, concepts and procedural changes to clients.
• Experience in team management within a financial services environment where accuracy is of paramount importance and where there are multiple deadlines in a risk awareness environment.

Keyskills :
small businesscross bordertax reportingglobal custodyqualitytax reliefdata miningslastandard operating proceduresus taxcustomer relationssalescoachingteam managementdata management