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CIB Tax Operations - International Tax Reporting Oversight - Bournemouth - Associate

Req #: 170120693
Location: Bournemouth, ENG, UK
Job Category: Operations
Potential Referral Amount: 3500 Pound Sterling (GBP)
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


About J.P. Morgan Corporate & Investment Bank
J.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 Operations


Global Tax Operations' primary responsibility is to maximize client's investments by either facilitating effective 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.


The International Tax Regulatory Reporting Group concentrates globally on the increasing focus on expanding and improving cross border tax reporting driven by different regimes such as FATCA, UK CDOT and CRS. This has resulted in increased regulatory reporting requirements across the CIB.

Key Responsibilities:

  • Provide oversight and direction for the offshore International Tax Reporting team.
  • Specifically to review and sign off all validations / reporting produced by the International Tax Reporting team.
  • Act as liaison with Corporate Tax to obtain sign-off on reporting validations.
  • Act as liaison with Technology / Project team on build out of strategic model and architecture.
  • Finalise and submit reporting to internal third party aggregator / CIB local jurisdiction teams as required.
  • Proactive support on Tax training initiatives / undertake cross training with other members of the team.
  • Continually review operational tax processes to identify areas for enhancement. Ensure adherence to Standard Operating Procedures as per departmental guidelines.
  • Identify and manage risk situations, escalating where appropriate.
  • Work with and contribute to Tax Ops Steering groups.





  • You must have a relevant Degree qualified and/or equivalent work experience.
  • You must be able to demonstrate your in-depth operational tax experience within financial services, specifically Global Tax Operations or Custody & Fund Services.  A minimum of 3 year Tax experience is preferential.
  • You must be able to demonstrate your team member/work experience within financial services, specifically Global Tax Operations or Custody & Fund Services, where accuracy is of paramount importance and where there are multiple deadlines in a risk awareness environment.
  • You must be able to give comprehensive examples of your experience with large-scale project management within financial services.
  • You will be able to give examples of your successful internal and external communication and problem solving experience.
  • You must be able to discuss your successful client relationship experience and skills.
  • You will be able to give examples of your risk awareness and operational control experience within financial services.
  • You will be able to discuss you process improvement experience, where you clearly articulate ideas, concepts, procedural changes to internal colleagues and clients.
  • You will be able to give examples of your problem solving skills and experiences
  • You will have proven experience within an arena where accuracy is critical within strict deadlines.





JPMorgan offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan is an Equal Opportunity Employer.

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