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Wealth Management - Operations Tax Team Member

Req #: 180003411
Location: Geneva, GE, CH
Job Category: Operations
Potential Referral Amount: 6000 Swiss Franc (CHF)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.


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 $1.25 trillion, it is one of the largest asset and wealth managers in the world.


A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and global custody services, employing more than 1100 people at both its Geneva headquarters and Zurich branch.


Our Team


Our Geneva office is currently looking for a Team Member for its Tax Operations Department. With over 180 employees, the Operations group in Geneva is the hub for the international Private Banking Business (Europe, Middle East, Africa, Latin America and Asia).The Tax Team covers a variety of jurisdictions – US, UK, Switzerland, Belgium, Germany, France and Italy. The team’s core responsibilities are:

  • Tax withholding and reporting
  • New tax legislation changes monitoring
  • Tax audit management
  • Project management
  • Implementation of new tax legislation projects such as FATCA, etc.
  • Process improvements
  • Training and presentations
  • Tax support for various other departments – Operations, Front Office, Finance, etc.


The Role


Being part of the Tax Team, the successful candidate will be working on tax withholding and reporting in close collaboration with his/her immediate colleagues and colleagues from other departments and locations. This is a unique opportunity to gain and share knowledge of withholding and reporting tax regimes, financial products, operational flows and systems in a fast paced and innovative environment.

The candidate will be the key contact for her/his market and will have the opportunity to work with various teams and stakeholders such as the Front Office, Legal, Technology, and other Operational groups. Due to the challenging tax environment, the candidate will have to participate to various projects and understand the impacts not only for the tax team but also for other operational teams. In this context, the candidate will be responsible of the below tasks:


  • Ensure annual tax reporting production for our clients by conducting reconciliations and liaising with Technology department
  • Withholding tax collection and payment to the Tax Authorities
  • Control the operational transactions and the correct levying of the withholding
  • Actively participate to projects to enhance process and implement Financial Law changes
  • Review on a monthly basis the Veille Fiscale to track any legislation changes that would need to be reflected in our systems and in the tax reporting
  • Coordinate the full cycle of the Tax Reclaim from the preparation of the forms until the reimbursement reporting to the Tax Authorities; Monitor any market changes affecting the process
  • Take lead in assisting the Front Office and other Operational teams in answering their daily queries


The position is based in Geneva and reports to the Tax Team Manager.

  • Educated up to a degree level
  • Prior experience in Operational taxes is required (minimum of 2-4 years experience) and familiar with Tax reporting process
  • Knowledge of key concepts of Operational taxes would be an advantage
  • Good problem solving skills
  • Strong analytical and research skills
  • Ability to work to tight deadlines and “team spirit” attitude
  • At ease with interaction with senior stakeholders
  • Fluent in English
  • Good knowledge of the Microsoft Office
  • Must be a good team worker who thrives in a team based environment
  • Knowledge of the Olympic core system (optional)


J.P. Morgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.
J.P. Morgan Chase & Co. is an Equal Opportunity Employer.

If you would like to pursue a career with J.P. Morgan Chase & Co.'s Private Bank, please apply online providing a cover letter and CV in English.
Due to restrictions of the Office Cantonal de la Population de Genève, we will only be able to consider applications from applicants with a valid Swiss work permit or holding a Swiss or European nationality.
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