Wealth Management

JOB DESCRIPTION

Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.