Asset Management - Edinburgh, United Kingdom - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities:

Perform quality assurance reviews of data set up at client onboarding, withholding and reporting stages for tax and reporting purposes
Communicate and confirm the test results and discuss results at a detailed level as well as in summary for Executive audiences
Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (covering Common Reporting Standard (CRS) and EMEA local taxes)
Work with Tax Ops and Client Onboarding to track remediation of identified errors and Continuous Improvements Initiatives
Interpret firm policies and compliance requirements for incorporation into company systems/procedures
Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting

Required qualifications, capabilities, and skills

Bachelor's degree in a business field or other field with equivalent work experience
Knowledge of financial principles and procedures
Strong interpersonal, written and oral communication skills
Selfstarter, able to work independently and as part of multicultural teams across various time zones
Proficient in organizing, prioritysetting, and issues management
Highest level of professionalism, selfmotivation and sense of urgency

Preferred qualifications, capabilities, and skills

Fluent in German, Italian or French
Knowledge of German, Italian, French, or other European Tax
Knowledge of Automatic Exchange of Information (AEOI), Common Reporting Standard (CRS) including CRS due diligence and reporting principals and requirements

J.P.

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.

Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.