JPMorgan International Private Banking - Tax Support Specialist 

Philippines, Quezon City 

125533451

As a Tax Support Specialist within the International Private Bank (IPB) Client Service Tax Support team, you will be tasked with assisting the Client Service (CSS) team in a variety of tax-related matters, ranging from tax documentation to tax bookings/withholding and tax reporting.

Job Responsibilities:

• Manage daily requests and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
• Proactively manage and monitor the IPB Client Service Tax Support mailbox in Global CASE and assist Client Service Teams and Front Office answering tax queries or/and liaising with Tax Ops Teams for assistance.
• Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
• Act as coordinator between Tax Operations and Client Service Teams / Front Office
• Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
• Escalate issues for any urgent matters or assistance
• Participate in Service-related projects/priorities as needed

Required qualifications, capabilities, and skills:

• Minimum 1 year of experience in the Financial Services and/or Private Banking industry as an onboarding officer or junior tax specialist
• Experience with tax documents review, account openings or Know Your Client (KYC), is a must
• Highly organized, attentive to details, excellent follow up habits
• Service-Oriented
• Effective communicator (both orally and written)
• Ability to work effectively as a member of a team with the ability to work well with multiple Client Service teams and other team members
• High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
• Candidate must be fluent in English (speak & written)

Preferred qualifications, capabilities, and skills:

• Bachelor’s Degree preferred or equivalent work experience
• Can communicate using one or multiple of the following European languages: Italian, Spanish, Portuguese, French - preferred but not required