Tax Operations - Vice President jobs at Jpmorgan in Spain, Madrid

As a Tax Product Manager in the IPB Tax Product team, you will lead initiatives from strategy and planning through to execution. You will collaborate with Operations, Product, Technology, Business Management, Corporate Tax, Legal, Marketing, and external vendors to ensure successful implementation of strategic, business, modernization, and regulatory initiatives.

Job Responsibilities:

• Develop and maintain stakeholder relationships to ensure alignment and support for product initiatives.
• Define and document business operating models and requirements in collaboration with key stakeholders.
• Partner with Technology to ensure requirements are implemented as per specification.
• Perform data analysis and define Target Operating Models and processes.
• Coordinate testing across functional groups.
• Manage and execute tasks through to completion, effectively prioritizing work.
• Prepare project and meeting materials, minutes, and follow-up on action items.
• Ensure full audit trail of project deliverables is available for all undertaken tasks.
• Challenge status quo, identify, and address process, controls, and Operating Model improvements.
• Support the design and vision of the strategic technical architecture.
• Escalate key risks and issues in a timely manner through appropriate formal governance.
  

Required Qualifications, Capabilities, and Skills:

• Extensive experience in Financial Services, Operations, or Technology.
• Comprehensive knowledge of Product, Project, and Business Analysis principles.
• Familiarity with Agile Scrum & Scrum ceremonies. Proven record and experience in managing projects.
• Experience writing detailed features & stories to support product objectives.
• Strong backlog management skills and understanding of data-driven decision making.
• Ability to work effectively in a team environment and across all organizational levels.
• Strong analytical, critical thinking skills, and attention to detail.
• Understanding and experience of project methodologies such as Agile, Waterfall, etc.
• Experience using Jira & Confluence.
• Ability to manage stakeholders across different functional groups and regions.
• Strong knowledge of MS tools; Excel, PowerPoint, Project, Visio, SharePoint.
  

Preferred Qualifications, Capabilities, and Skills:

• Tax experience/knowledge is beneficial.

As a Tax Operations Analyst within our Tax Operations team, you will be responsible for overseeing and enhancing processes related to the withholding and reporting of taxes for our private banking clients across EMEA jurisdictions, with a particular focus on Italian taxation. You will ensure compliance with tax regulations and support tax reporting and filing processes. You are an ideal candidate if you have a basic understanding of Italian and European withholding and reporting principles, along with strong analytical skills and the ability to work collaboratively in a fast-paced, technology-driven environment.

Job Responsibilities:

• Oversee and manage the day-to-day tax operations related to withholding taxes for private banking clients, ensuring compliance with Italian tax laws and regulations.
• Prepare and review reports and filings for withholding taxes, focusing on Italian-specific requirements, ensuring accuracy and timeliness.
• Collaborate with internal teams and external advisors to ensure accurate and timely tax reporting and compliance for client accounts.
• Monitor changes in Italian tax legislation and assess their impact on the bank’s operations and client portfolios.
• Provide support on withholding and reporting tax matters to internal stakeholders, including client relationship managers and legal teams.
• Leverage technology and data analytics tools to enhance tax reporting and compliance processes for client accounts.
• Participate in the development and implementation of technology-driven solutions to streamline tax operations.
• Support the Tax Operations Manager in various projects and initiatives as needed.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• First experience in tax operations.
• Basic knowledge of Italian taxation, including withholding regimes (gestito, amministrato, ordinario), indirect taxation principles (Imposta di bollo), and tax reporting.
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communication and interpersonal skills, with the ability to work effectively and independently with cross-functional teams, managing multiple tasks efficiently.
• Proficiency in tax software, data analytics tools, and Microsoft Office Suite (Excel, Word, PowerPoint).
• Fluency in English, both written and spoken.

Preferred Qualifications, Capabilities, and Skills:

• Experience within a private bank or financial institution.
• Master’s degree or professional tax qualification.
• Proficiency in Italian, French, German, or Spanish.
• Experience with technology-driven solutions and product management in tax operations.
• Knowledge of European tax regulations (other EMEA jurisdictions, CRS/FATCA preferred).

As a Vice President in the Tax Operations team, you will oversee and enhance processes related to VAT compliance for our organization. You will ensure adherence to EU VAT regulations and their applicability to financial institutions, ensuring that all operational aspects of the process are performed according to the regulation. In this role, you will leverage your strong background in Banking Operations and excellent analytical skills to lead in a fast-paced, technology-driven environment.

Job Responsibilities

• Lead and manage the day-to-day VAT operations, ensuring compliance with all relevant EU VAT laws and regulations applicable to financial institutions
• Collaborate with internal teams to ensure complete and accurate VAT collection
• Assess changes in EU VAT legislation and assess their impact on the organization’s operations
• Provide guidance on VAT operational processes to internal stakeholders
• Drive the development and implementation of technology-driven solutions to streamline VAT operations
• Support the Tax Operations Manager in various strategic projects and initiatives as needed
• Develop and implement a Governance and Control framework for VAT collection and payment to ensure regulatory compliance, risk management, and operational efficiency.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field
• Minimum of 8 years of experience in operations or tax operations
• Knowledge of EU VAT laws and regulations, particularly as they apply to financial institutions.
• Strong analytical and problem-solving skills, with attention to detail
• Excellent communication and interpersonal skills, with the ability to lead cross-functional teams and manage multiple tasks effectively
• Proficiency in data analytics tools, and Microsoft Office Suite (Excel, Word, PowerPoint)
• Fluency in English is required.

Preferred Qualifications, Capabilities, and Skills

• Master’s degree or professional tax qualification
• Experience within a multinational corporation or financial institution
• Knowledge of other European tax regulations
• Experience with technology-driven solutions and product management
• Proficiency in French, German, Italian, or Spanish

Join JPMorgan Chase & Co.'s Wealth Management division, a leader in asset and wealth management with over $2.4 trillion in assets under management. As a Client Operations Analyst, you will play a pivotal role in managing the regulatory risks involved in onboarding clients, ensuring compliance with AML and KYC requirements. Be part of a team that delivers customized solutions and exceptional client service to meet the complex needs of wealthy individuals and families worldwide.

As a Client Operations Analyst in Wealth Management, you will be responsible for the end-to-end onboarding process of clients, ensuring compliance with AML and KYC requirements. You will work with a diverse range of jurisdictions and entity types, conducting quality reviews of KYC records and serving as a point of contact for KYC and reporting issues. Your role will involve advising on documentation requirements, analyzing complex client structures, and partnering with client-facing teams to ensure compliance with regulatory standards.

Job Responsibilities:

• Advise on documentation requirements to external and internal partners, reviewing legal, account opening, and tax documentation for regulatory compliance.
• Document clients on due diligence systems, updating profiles periodically, and ensuring compliance with regulatory standards.
• Own the end-to-end onboarding of new clients, assisting with document drafting and gathering, and making independent AML risk recommendations.
• Stay current with regulatory changes and requirements related to client suitability and documentation.
• Analyze complex client structures, explaining them to colleagues, and escalating risks identified during documentation review.
• Partner with client-facing teams to collect required legal documents and information to meet regulatory and internal policies.
• Act as a subject matter expert on legal documents and processes for client onboarding, considering relevant tax, regulatory, and corporate law issues.

Required Qualifications, Capabilities, and Skills:

• Fluency in Spanish and English.
• Attention to detail and strong written and oral communication skills, with the ability to influence stakeholders.
• Strong analytical, prioritization, and organizational skills, with a logical approach to planning and problem-solving.
• Strong risk and controls awareness, with the ability to think laterally and understand the big picture.
• Maintain a sense of urgency and ability to prioritize/multi-task, with a strong client focus and ability to partner with internal groups.
• Ability to navigate a complex infrastructure, coupled with a consultative approach and understanding of business partner needs.

Preferred Qualifications, Capabilities, and Skills:

• Legal background or prior AML/KYC experience.