Fiscal Compliance Specialist

1 day ago


Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time

Key Responsibilities:

  • Tax Compliance and Regulatory Reporting: Facilitate the collection of valid client tax documentation, apply withholding tax and refunds, and submit regulatory reporting to ensure global tax compliance.
  • Client Onboarding and Account Management: Open client accounts in the JP Morgan tax system, set trade settlement instructions, and monitor client asset movements to ensure accurate tax treatment.
  • Tax Certificate and Declaration Management: Lodge tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief.
  • Client Review and Advisory: Perform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market.
  • Status Updates and Metrics: Provide status updates and support market account openings and client fund launches by tracking regular metrics and milestones.

Requirements and Skills:

  • Strong Risk Awareness: Maintain a high level of risk awareness and escalate potential risks to ensure compliance and operational excellence.
  • Analytical Problem-Solving: Apply a flexible and analytical approach to problem-solving, leveraging business acumen and technical expertise to drive results.

About JPMorganChase:

At JPMorganChase, we are committed to delivering exceptional client experiences while maintaining the highest levels of compliance and regulatory excellence.



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