Understanding the transactions, products, and platforms within the J.P. Morgan Private Bank line of business;
Developing knowledge of worldwide tax regimes and requirements applicable to these transactions, products and platforms;
Communicating tax requirements and risks clearly and succinctly to non-tax business and functional colleagues;
Escalating risks internally within the team and the line of business as appropriate;
Collaborating with external tax advisors and partner internally with global Corporate Tax colleagues (including VAT specialists) and non-tax colleagues (such as Business, Legal, Finance, Operations, etc.).
Required qualifications, skills and capabilities
Qualified Solicitor, Chartered Tax Advisor, or Accountant;
Relevant experience providing private banking / client and / or financial services tax advice in a law or accounting firm;
Ability to communicate tax issues to non-tax personnel, and an interest in understanding the commercial context of tax advice;
Capability to work under pressure in a commercial environment without compromising technical or ethical standards;
Willingness to approach new and unfamiliar issues analytically and logically;