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JPMorgan Asset Wealth Management - Client Data Associate II Philippines, Quezon City 514084474
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As an IPB EMEA Tax Documentation Compliance Associate II in Wealth Management team you will be tasked in ensuring adherence to Tax regulation requirements for the EMEA platform. The Tax Documentation Compliance Team oversees the review and acceptance of client tax documentation, the maintenance of data in a variety of systems, regular review of existing client files to ensure data consistency and processing of any ad hoc changes requested by our clients. In addition, as an associate you will be assigned a small group of tax analyst that you will need to monitor and supervise.
Job responsibilities
- Complete review of client tax documentation and systems input
- Manage a small team of Tax Analyst
- Provisioning of guidance, advice and training to other teams
- Advise the business on a wide range of tax documents issues relevant to account opening and due diligence
- Support the business on prospects development ahead of the account opening stage as well
- Controls and reconciliation in order to ensure that information stored in our systems is accurate and in line with client's documentation
- Metrics and statistics generation
Required qualifications, capabilities, and skills
- Has a degree qualification or professional certification relating to tax
- Strong Organizational and analytical skills
- Ability to work on several initiatives
- Effectively manage stakeholders and escalations from various location
- Outstanding interpersonal, verbal, and written communication skills. Fluency in English mandatory / fluency in any European languages would also be a strong advantage
- Familiar with Common Reporting Standard (CRS), FATCA, and US tax forms, AML/KYC requirements
- Excellent organizational skills - attention to detail, methodical, process driven
- Ability to manage multiple streams of work concurrently and prioritize effectively
- Ability to work accurately to tight deadlines in a demanding environment
- Advance MS Office skills, Alteryx, Python, UiPath skills is a plus
Preferred qualifications, capabilities, and skills
- FATCA, US, or CRS Background
- KYC/AML Background
- Wealth Management/Private Banking Background
- Quality Control Background
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