Fiscal Compliance Specialist
2 weeks ago
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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