Job Description

Deliver accurate tax reporting and withholding outcomes by reconciling banking and tax systems across multiple markets. Lead a control-focused team, partnering with operations and tax stakeholders to improve accuracy, timeliness, and compliance

As a Team Leader within Wealth Management – IPB Tax Ops, you lead reconciliation between banking and tax systems to produce tax reporting (UK/Indonesia/France/Germany) and oversee withholding review and payments for select markets. You manage end-to-end delivery of gain/loss tax reports and timely withholding on security and deposit income, ensuring strong risk and controls and adherence to service level standards. You act as a subject matter expert, coordinating with upstream operations and Corporate Tax/front office stakeholders, while coaching team members and maintaining KPI/MIS discipline.

Job Responsibilities

Reconcile banking and tax systems to prepare and review tax reports and gain/loss statements with high accuracy and limited supervision.
Review transaction feeds across products/security types and perform tax withholding review and remittance to relevant tax authorities across markets.
Liaise with upstream operations teams (Asset Servicing, Middle Office Trade Support/Derivatives, Securities Transfers, Hedge Funds, Settlements) to resolve linkages, breaks, and corrections.
Interpret corporate events and fund movements and apply them appropriately within tax engines to ensure correct reporting outcomes.
Analyze transactional activity for tax implications and support operational implementation of new or changing tax laws and requirements.
Manage stakeholder queries and relationships across front office, Corporate Tax, technology, and product, escalating issues and driving timely resolution.
Lead team delivery by maintaining KPIs/SOPs/MIS, ensuring SLA adherence, managing performance, and training/coaching new hires.

Required Qualifications, Skills And Capabilities

3+ years relevant experience with understanding of tax reporting/withholding operations and gain/loss reporting delivery
Knowledge of global financial securities and instruments with strong attention to detail and accuracy focus
Strong risk and controls mindset, analytical/problem-solving capability, and ability to work under pressure with strong time management
Strong MS Office skills including Excel, Word, Access and excellent written and verbal communication

Preferred Qualifications, Skills And Capabilities

Knowledge of UK and US tax and ability to interpret tax-law changes and translate into operational actions
Understanding of corporate actions and the trade lifecycle and their impact on tax reporting and withholding
Prior experience as an SME partnering with Corporate Actions, stock reconciliation, and global trade settlements teams
Demonstrated people leadership capability including performance management, training delivery, and cross-functional stakeholder influence

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client Tax Analyst