Awm - Indirect Tax Controller / Quality Assurance

4 weeks ago


Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

We are currently seeking a talented and motivated Quality Assurance Analyst to join our Quality Team of Private Bank Operations (International). The position responsibilities include day-to-day quality assurance review, participating in cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm wide policies and standard operating procedures.

Essential Duties and Responsibilities include, but are not limited to, the following:

- Develop a strong understanding of the business process and procedures and execute test plans that align with business procedures and system workflow
- 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
- Understand root cause for the errors and potential impact
- 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
- Work with Tax Operations and Client Onboarding to track remediation of identified errors
- Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting
- Develop/suggest ideas to improve QA Programs (e.g. checklist) or business processes, for instance based on analysis of the number of downgrades, FYI or Observations
- Actively participate in the Annual program reviews and share ideas for improvements
- Additional responsibilities may include supporting program expansions and other improvement assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.

**Qualifications**:

- Bachelor's degree in a business field or other field with equivalent work experience
- Knowledge of financial principles and procedures
- Knowledge of German, Italian, French, or other European Tax (desirable)
- Knowledge of Automatic Exchange of Information (AEOI), Common Reporting Standard (CRS) including CRS due diligence and reporting principals and requirements
- Attention to detail and diligence
- 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
- Strong communication, presentation, project management and leadership skills required
- Teamwork and collaboration expertise
- Highest level of professionalism, self-motivation and sense of urgency
- Fluent in English and German or Italian, French is a plus
- Knowledge of Olympic/ICR/Connect/OMNI/ACES

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.



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