Asset Management - Tax Controller/ Quality Assurance Team

JP Morgan

Location: Midlothian

Job Type: Full time


Job 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
  • Actively participate in calibrations with the supervisors (emails/calls) and articulate findings, analyze disputes, and escalate when needed (make proposals of resolutions, calibrate with the Areas of responsibility (AOR)
  • 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
  • Experience with business applications supporting AWM Private Client portfolios
  • Strong interpersonal, written and oral communication skills
  • Self-starter, able to work independently and as part of multicultural teams across various time zones
  • Proficient in organizing, priority-setting, and issues management
  • Highest level of professionalism, self-motivation 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
You’ve got this!