Apply Now    

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"

 

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.