Quality Assurance Tax Analyst

Job Description

Join our Quality Team of Private Bank Operations today! This role offers you the opportunity to join a diverse team of individuals and make a difference each day.

As a Quality Assurance Tax Analyst on our Quality Team of Private Bank Operations (International) you will preform quality assurance reviews, participate in cross functional meetings, provide guidance and consultation to data owners, and work collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm wide policies and standard operating procedures.

Job Responsibilities :

• Perform quality assurance review of data set up at client onboarding, withholding and reporting stages for tax and reporting purposes
• Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (i.e. for instance on Common Reporting Standards (CRS), on US tax : Chapter 3, QI and Chapter 4, FATCA, on other national Indirect Taxes)
• Contribute to continuous improvement and development of the quality program
• Provide general assistance to data owners and approvers
• Interpret firm policies and compliance requirements for incorporation into company systems / procedures
• Work with members of the Tax And Client Onboarding team strengthening, updating / creating procedures and setting controls in place
• Participate as required to meet schedules or resolve problems at peer level
• Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.
• Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting

Required qualifications, skills and capabilities :

• Knowledge of financial principles and procedures
• Good knowledge of CRS (Common Reporting Standards) and KYC
• Knowledge of US tax - W-9, / W-8 and supporting documentation, the QI regime, FATCA law and privacy laws
• Attention to detail and diligence
• Strong interpersonal, written and oral communication skills
• Self-starter, able to work independently and as part of multicultural teams
• Proficient in organizing, priority-setting, and issues management
• Bachelor's degree in a business field or other field with equivalent work experience

Preferred qualifications, skills and capabilities :

• Experience using the tax and / or client onboarding tools and applications
• Knowledge of Olympic / DTS / ICR
• Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information
• Fluent in English, Italian, French appreciated, German a plus

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability / Veterans

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.