EMEA Tax Compliance Documentation Associate - International Private Bank

JP Morgan

Location: Midlothian

Job Type: Full time


At JP Morgan, we believe in creating an inclusive and diverse workplace where everyone can thrive.

We are looking for talented individuals to join our team within the International Private Bank as Operation Client Tax Associate. This is an exciting opportunity for women who are passionate about finance, data analysis, and creating positive change in the industry.

As an Operation Client Tax Associate, you will play a vital role in reviewing and analyzing client tax documentation. You will ensure data consistency and compliance with tax regulatory requirements. Your work will involve collaborating with tax projects, serving as a Center of Excellence, and providing guidance, advice, and training to other teams.

Join our dynamic and growing team and be part of creating a new team that implements best practices for EMEA and other regions. We offer a fast-paced and challenging environment where you can make a significant impact.

Job Responsibilities:

  • Lead the mandatory renewal of documentation, ensuring accuracy and compliance.

  • Gain a deep understanding of all client tax documentation and systems input.

  • Provide guidance, advice, and training to support the growth and development of other teams.

  • Conduct thorough controls and reconciliations to ensure accurate information management.

  • Monitor and manage tax reporting deadlines effectively.

  • Generate metrics and statistics to track performance and identify areas for improvement.

Required qualifications, capabilities, and skills:

  • Familiarity with Tax documentation such as W8/W9, CRS Forms, as well as KYC/AML documentation (a plus).

  • Strong organizational, prioritization, and analytical skills.

  • Take a hands-on approach to problem-solving while maintaining a high level of integrity.

  • Thrive in a multitasking environment with the ability to work under pressure and meet tight deadlines.

  • Effective management of stakeholders from various areas and locations.

  • Excellent communication and presentation skills with the ability to tailor communication to different audiences.

  • Advanced MS Access and Excel knowledge is a plus.

We actively encourage and welcome applications from talented women and men who are seeking challenging opportunities in the finance industry. Join us and be part of a supportive team that values diversity and provides equal opportunities for all.

You’ve got this!