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Wealth Management - Client Onboarding Tax Quality Control Analyst

Req #: 170113445
Location: London, ENG, UK
Job Category: Operations
Potential Referral Amount: 2500 Pound Sterling (GBP)

The Business


J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Operations Overview


Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end – involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.


Our Team


The Tax Onboarding team is part of the global Operations team supporting all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML), Know Your Client (KYC), and Account Opening requirements including tax documentation. The Onboarding Tax Team is responsible for the control of client tax documentation and setup as well as the ongoing maintenance of Private Banking Accounts across multiple European platforms and ensuring compliance with local tax and regulatory static data requirements. 


Position Description:

  • The main focus will be on controls in order to ensure that information stored in our systems is accurate and matches client’s documentation received

  • Reporting and statistics generation

  • Updating client static data on various in house systems

  • Perform control checks on clients’ tax setup on the systems

  • Monitor the different tax reporting datelines

  • Understanding the clients’ tax documentation

  • Attending to our internal partners’ queries

Expected Skills

  • Relevant experience working in a tax related field
  • A degree qualification or professional certification relating to tax
  • Excellent organizational skills - attention to detail, methodical, process driven
  • Ability to multi task effectively
  • Team player
  • Strong Microsoft Word/ Excel knowledge
  • Fluency in English
  • Familiar with Common Reporting Standard
  • Familiar with US tax forms
  • General knowledge on the European tax regime, i.e. Spanish, Italian, UK, French, German.

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


JPMorgan is an Equal Opportunity Employer.I/POST"


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