דרושים Tax Compliance Advisory – Analyst - Manila ב-גיי פי מורגן ב-Philippines, Quezon City

As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.

Job Responsibilities:

• Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
• Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
• Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
• Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
• Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
• Support the transformation agenda and work with global teams to drive innovation.
• Assist in effective communication and influence within the team and with stakeholders.
• Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
• Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
• Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.

Required qualifications, capabilities, and skills:

• Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
• Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
• Strong industry experience with an understanding of standards.
• Consultative approach, understanding and anticipating business partner needs.
• Collaborate effectively with Operations Leaders and key partners.
• Drive critical thinking, proactively seek out best practices.
• Highly motivated individual with problem-solving abilities and transformation expertise.

Preferred qualifications, capabilities, and skills:

• Graduate Degree; MBA or other postgraduate degree is preferred.
• Knowledge of various automation tools and AI/ML understanding.
• Willingness to work in US, ASIA & EMEA shifts.
• Excellent written and verbal communication skills.
• Good analytical skills with attention to detail, quick grasping, and retention.
• Coordination and teamwork; Exception handling and subject matter expertise.
• Time management, flexibility, and adaptability to changes.

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

As a Fund Servicing Analyst within the Securities Services Operations, you are responsible for the day-to-day production, validation & delivery of Financial Statements of Accounts & Net Asset Value (NAV) calculations for a group of funds (mutual, insurance, pension, hedge fund etc.). A broad knowledge of fund accounting is required as this role takes ownership for the accuracy of all accounting and investment components of the financial statements.

Job Responsibilities:

• Maintain accurate accounting and securities records for each fund administered, ensuring adherence to prescribed controls for fund accounting processes.
• Investigate problems and resolutions where accounting or securities transactions breach JP Morgan system validation tolerances. P
• Produce NAV, validate accounting, and escalate management issues to ensure individual and team performance success.
• Ensure adherence to operational procedures for accurate and timely task completion.
  Support Process Managers in providing top-quality operations for global business support.
• Document procedures and identify requirements for additional controls.
  Provide training to new hires.
• Prepare files in accordance with internal control checklists for applicable portfolio items.
• Keep adequate documentation to explain and support unusual items, such as past due dividends and large price movements.
• Complete accurate and legible files within manager-set deadlines to fulfill production requirements.
• Assist in the preparation of all ad hoc inquiries from clients, emphasizing inter-department communication.
  

Required qualifications, capabilities, and skills:

• Minimum 4 years in Banking / Financial services industry or with accounting firm.
• Experience in an automated processing environment.
• With people relationship building and collaboration skills
• Analytical with good problem-solving skills
• Committed approach with the ability to communicate effectively within a small team
• Flexibility - support department projects and work overtime during peak production periods
  

Preferred qualifications, capabilities and skills:

• Good understanding of security types and their accounting treatment
• Awareness of stock market practices & data vendor systems (e.g. Bloomberg)
• Knowledge of the processes of a fund’s Custodian Bank and Investment Manager
• Bachelor's Degree

As a Technology Support Analyst within the Transmission Support Team, you will provide 24/7 support to clients leveraging digital, end-to-end solutions. You will be challenged to stretch outside your comfort zone, learn new things, and challenge the status quo, helping the team evolve to better meet the needs of our clients and internal partners.

Job Responsibilities:

• Take full ownership and timely resolution of inquiries received via phone, email, and internal case transfer from clients and internal partners
• Advocating on behalf of client to ensure client needs are met when working with business partners
• Escalating of issues in a timely manner, ensuring that the defined escalation procedures are followed
• Troubleshooting and investigation of client connectivity issues, processing failures, and transactional inquiries
• Reaching out to clients and internal partners proactively to address processing errors or in support of platform changes
• Troubleshooting of file transmission problems for all rejected files, connectivity, and security related errors or failures
• Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
• Ensure that client satisfaction and confidence in JPMorgan Chase products and services are at or above departmental standards

Required Qualifications, Skills and Capabilities:

• 5+ years of Customer Service experience
• Self-motivated and self-managing, demonstrating sound judgment and effective decision making
• Effective analytical approach and complex problem solving skills
• Proven organizational skills, deadline-oriented, and ability to successfully multi-task and Strong oral and written communication skills, with a proven ability to communicate and interact with various levels and translate complex requirements into simple guidance
• Able to work outside of normal coverage hours as needed (including weekends and holidays)and work remotely
• Able to build and maintain good working relationships with business partners and technology

Preferred Qualifications, Skills and Capabilities

• Technical Customer Service experience
• Robust knowledge and familiarity with text based file formats and experience working with Wholesale Payments processes

Job Responsibilities

• Drive project deliverables by proactively engaging team members and stakeholders to advance the HL Roadmap.
• Partner with Area Product Owners and product teams to refine product backlog and execute the product roadmap.
• Define and present feature strategies, writing epics, user stories, and acceptance criteria for agile development.
• Participate in all agile events as an active product group team member.
• Execute timely Production Validations and conduct lessons learned to improve future processes.
• Generate and maintain business requirements, process maps, and flows as needed.
• Serve as a Subject Matter Resource by understanding relevant environments and scope.
• Collaborate with interfacing teams to evaluate dependencies, requirements, and schedules.
• Conduct elaboration sessions to refine requirements and capture customer needs beyond initial questionnaires.
• Identify, communicate, and escalate risks, blockers, and impacts to ensure timely project delivery.
• Manage existing product features and lead research, definition, and development of new features to advance the roadmap.

Required Qualifications, Capabilities, and Skills

• Experience in business analysis or product management roles using agile methods
• Experience developing business requirements, writing user stories, and creating testing conditions and validation criteria
• Demonstrated ability to work independently and self-direct tasks
• Strong collaboration skills with experience coordinating across business and technology teams
• Proficiency in Microsoft Office Suite, including Excel, Word, Visio, and PowerPoint
• Working knowledge of agile processes and principles, including agile project management tools (Confluence, Align, JIRA)
• Experience managing agile, cross-functional teams through influence
• Strong oral and written communication skills
• Analytical and problem-solving skills
• Ability to work in Eastern Standard Time hours and overlap with India Standard Time as needed
• Experience in consumer-facing technology product launches

Preferred Qualifications, Capabilities, and Skills

• Understanding of US Mortgage drivers and broader business context
• Familiarity with API, ETL, Kafka, and AWS Cloud infrastructure
• Knowledge of applications used in Home Lending Servicing environments
• Experience in product management focused on technology products
• Ability to communicate and influence across various organizational levels
• Leadership skills in driving product vision and strategy
• Experience in research, definition, and development of new product features

TENURE:

• Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

• Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

Join our Global Wealth Management team and play a crucial role in ensuring compliance with IRS tax certification requirements. Unlock your potential by collaborating with key stakeholders and contributing to tax-related project deliverables.

As a Tax Form Validation Associate in the Global Wealth Management team, you will ensure global conformity with IRS regulations for the Private Bank. You will work closely with internal stakeholders to validate US tax forms and oversee tax-related project deliverables.

Job Responsibilities:

• Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation.
• Ensure compliance with supporting documentation for tax form-related matters.
• Analyze client tax information across various systems, supporting data accuracy and completeness.
• Collaborate with team members in Manila and the United States to meet common goals and deadlines.
• Self-direct and manage personal tasks and deadlines.

Required qualifications, capabilities, and skills:

• Knowledge of IRS requirements, focusing on tax documentation and due diligence rules.
• Undergraduate degree in accounting, finance, economics, or related field.
• Highly organized and detail-oriented with strong analytical skills.
• Excellent written and verbal communication skills.
• Proficient computer skills, especially in Microsoft Office tools: Excel, PowerPoint, and Word.
• Ability to work US hours during training and extended hours during high-volume periods.

Preferred qualifications, capabilities, and skills:

• Advanced degree in accounting, finance, economics, or related field.
• Flexibility in handling different tasks and understanding varied circumstances.
• Ability to work independently and influence others effectively.

As a Workforce Senior Specialist II in Workforce Planning, you will be a part of the Scorecard & Compliance Team. You will be responsible for processing, tracking, and distributing monthly compliance products for several groups across Workforce Planning.

Job Responsibilities

• Process, track, and distribute monthly compliance products for various groups within Workforce Planning.
• Collaborate with team members to ensure timely and accurate delivery of compliance products.
• Build and maintain strong relationships with internal and external stakeholders to facilitate effective communication and collaboration.
• Utilize critical thinking and problem-solving skills to identify and implement innovative solutions to compliance challenges.
• Adapt to a fluid business environment, managing changing job priorities and working effectively with individuals at various organizational levels.
• Demonstrate high proficiency in Microsoft Office products, including Excel and Word, to support compliance tracking and reporting.
• Maintain professionalism and confidentiality in all interactions, ensuring compliance with organizational standards and practices.
  

Required Qualifications, Capabilities, and Skills

• Excellent written and oral communication skills
• Strong critical thinking, problem solving, and innovation
• Comfortable with a fluid business environment, changing job priorities, and working with people at a variety of levels internally and externally with the ability to work independently and in a group
• High proficiency in Microsoft Office products (Excel, Work, etc.)
  

Preferred Qualifications, Capabilities, and Skills

• Proficiency with scheduling software (eWFM) and Teams
• Experience with collaboration, communication, and presentation skills
• Show high levels of professionalism and confidentiality at all times
• Basic knowledge and understanding of Workforce Planning platforms and practices, both internal and cross Lines of Business