Tax Operations Analyst

JOB DESCRIPTION

Join J.P. Morgan Asset & Wealth Management, a global leader with $2.4 trillion in client assets. Be part of a dynamic team driving excellence in tax reporting and compliance across international markets. Elevate your career by leading innovative solutions in wealth management operations.

Job Summary

As a Team Leader in the IPB Tax team within Wealth Management, you will oversee tax reporting and reconciliation for diverse global markets. You will ensure compliance, accuracy, and timely delivery of tax-related processes for high-net-worth and institutional clients. You will collaborate with cross-functional teams to drive operational excellence and manage stakeholder relationships.

Job Responsibilities

• Oversee reconciliation between banking and tax systems for accurate tax reporting.
• Review transaction feeds and manage tax withholding and remittance for multiple markets.
• Liaise with upstream operations teams for transaction corrections and process improvements.
• Interpret and apply corporate events and fund movements to tax processes.
• Meet service level standards for timeliness and accuracy in all deliverables.
• Analyze transactional activity for tax implications and compliance.
• Learn and adapt to new tax laws and regulatory changes.
• Communicate effectively with stakeholders and team members.
• Maintain KPI, SOP, and other management information systems.
• Ensure accuracy and attention to detail in all tax-related activities.
• Utilize MS Office products for reporting and data management.

Required Qualifications, Capabilities, and Skills

• Demonstrate knowledge of financial securities and instruments.
• Apply understanding of corporate actions and security transfers.
• Exhibit experience in tax and gain/loss reporting.
• Manage queries and provide subject matter expertise in tax functions.
• Understand and manage risk and controls within tax processes.
• Impart training to new hires and support team development.
• Ensure compliance with service level standards for timeliness and accuracy.

Preferred Qualifications, Capabilities, and Skills

• Display strong written and verbal communication skills.
• Work independently and proactively seek guidance when needed.
• Build effective relationships with cross-functional and geographical teams.
• Accept responsibilities and embrace challenges beyond comfort zone.
• Maintain a positive outlook and strive for personal and functional success.
• Utilize advanced MS Excel skills for data analysis and reporting.
• Apply knowledge of UK and US tax regulations in daily operations.

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.