Apply Now    

Wealth Management Senior Quality Assurance Tax Analyst, VP

Req #: 180027875
Location: Brooklyn, NY, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

Department Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 100 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $2.7 trillion, it is one of the largest asset and wealth managers in the world.


Job Description:

We are currently seeking a talented and motivated, Senior Quality Assurance Analyst to join our Quality Team of Private Bank Operations (Americas and international). The position responsibilities include day-to-day quality assurance review, participating in cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm wide policies and standard operating procedures.


Essential Duties and Responsibilities include, but are not limited to, the following:

  • Perform quality assurance review of tax set up at client onboarding, withholding and reporting stages
  • Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (Chapter 3, QI and Chapter 4, FATCA, privacy)
  • Support QA team members performing the QA reviews, being a main point of contact for tax expertise
  • Contribute to continuous improvement and development of the quality program
  • Provide general assistance to data owners and approvers
  • Interpret firm wide 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
  • 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
  • Training of  new joiners and/or junior analysts on tax subjects


  • Knowledge of financial principles and procedures
  • Extensive 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

Desirable Qualifications:

  • Experience in any international tax laws, e.g. Suisse
  • Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information
  • Experience using the tax and/or client onboarding tools and applications
  • Knowledge of Olympic/DTS/ICR
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.