Tax Officer Analyst

Job Description

Join the fast-paced and dynamic JPM Suisse Private Bank Client Operations team to onboard new clients, maintain existing accounts and drive best practices whilst ensuring we adhere to regulatory requirements.

Job Responsibilities

• Complete review of client tax documentation and systems input
• Provide guidance, advice and training to other teams on tax matters relevant to account opening and due diligence in the implementation of International Tax Agreements
• Perform controls and reconciliations in order to ensure that tax information stored in our systems is accurate and in line with client documentation
• Monitor the different tax reporting deadlines as per domestic law and international tax conventions

Required Qualifications, Capabilities and Skills

• Law/Business degree or background
• Understanding of the different structures (e.g. Trust, Foundations, Partnerships, PHC) opened within the Wealth Management industry
• Knowledge of Common Reporting Standard (CRS) and familiarity with US tax forms - FATCA QI
• General knowledge on the European tax regime, i.e. Swiss, Spanish, Italian, UK, French, German
• Excellent organizational skills - attention to detail, methodical, process driven
• Ability to manage multiple streams of work concurrently and prioritize effectively
• A flexible, team spirited approach with the ability to work independently
• Ability to work accurately within tight deadlines in a demanding environment
• A strong sense of ownership and responsibility
• Fluency in English mandatory
• Strong Microsoft Office skills, in particular with Word, Excel, the ability to use data analytics tools and AI solutions.

Preferred Qualifications, Capabilities, and Skills

• Degree qualification or professional certification relating to Tax
• Fluency in French, German, Spanish, Italian, Portuguese, or Arabic would also be a strong advantage.