Cib - Client Onboarding & Documentation - Tax
1 month ago
**Organization Description**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
**Employer Description**
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
**About Client Tax Operations**
The Client Tax Operations (CTO) organization works across JPMorgan Chase to ensure compliance to tax reporting regulations by implementing and maintaining appropriate processes, governance, oversight and controls. Tax Reporting and Withholding Services (TRWS) is a group within CTO that provides solutions for US 1099/1098/1042S information tax reporting, FATCA/CRS automated exchange of Information reporting and 1042/945 withholding depository services. These solutions involve overseeing the delivery of client tax statements and integration into internal and external customer facing channels, filing with the IRS/States and International Tax Authorities, remitting tax withholding liabilities to US State and Federal Revenue agencies, and coordinating responses to IRS issued notices. TRWS service scope spans over 180 different businesses/product groups across the firm including CIB, CIB and Corp. TRWS also provides tax reporting and withholding services to the Benefit Payment Services group supporting retirement distributions tied to Securities Services
Tax Authorities around the world are expanding tax reporting requirements to collect additional tax revenue and to reduce tax evasion. As part of Tax Reporting & Withholding Services, the Tax Reporting Associate position will join our growing team in Bangalore involved with providing solutions and services tied to meeting these demanding and frequently changing tax reporting and withholding compliance events and processes. The core functional process centers around TRWS's Tax Payment Services (TPS) involving large dollar payments to US federal and state tax authorities. Evening shift coverage for the TPS process is necessary to meet US federally regulated depository deadlines. As expertise is gained with Tax Payment Services the Tax Associate will rotate into various seasonal tax reporting support functions involved with US federal and state 1099/1098/1042S tax reporting and FATCA/CRS tax reporting. These rotational assignments will involve afternoon coverage enabling TRWS to utilize a 24 hour support model between US and Bangalore sites. Flexibility between evening shift and afternoon shift will be important and rotations will be assigned well advanced to accommodate the flexibility required. Career progression will be commensurate with competency around the various processes and complexity of activity performed.
**Roles & Responsibilities**
- Manage and execute the receipt/import/reconciliation of reportable tax data files from business sources.
- Understand reporting requirements and file format schemas for assigned Tax Authorities and monitor changes
- Generate, reconcile, and timely submit tax data files to tax authorities for 1099, 945, US State authorities, FATCA and CRS
- Research and engage with business partners to determine reporting requirements, approvals and formats for Legal Entity review, registration
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