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International Private Banking - Tax Support Manager

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Customer Service
Posted on Sunday, June 9, 2024

Job Description

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We are looking for a Tax Support Specialist to join International Private Bank Client Service Center of Excellence team.

As a Tax Support Specialist, you will be part of the International Private Bank (IPB) Client Service Tax Support team and will be responsible in supporting the Client Service (CSS) team in various tax related matters, from tax documentation to tax bookings/withholding and tax reporting.

Job Responsibilities:

  • Manage daily requests and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
  • Proactively manage and monitor the IPB Client Service Tax Support mailbox in Global CASE and assist Client Service Teams and Front Office answering tax queries or/and liaising with Tax Ops Teams for assistance.
  • Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
  • Act as coordinator between Tax Operations and Client Service Teams / Front Office
  • Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
  • Escalation of issues for any urgent matters or assistance
  • Participate in Service-related projects/priorities as needed

Required qualifications, capabilities, and skills:

  • Minimum 1 year of experience in the Financial Services and/or Private Banking industry as an onboarding officer or junior tax specialist
  • Experience with tax documents review, account openings or Know Your Client (KYC), is a must
  • Highly organized, attentive to details, excellent follow up habits
  • Service-Oriented
  • Effective communicator (both orally and written)
  • Ability to work effectively as a member of a team with the ability to work well with multiple Client Service teams and other team members
  • High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
  • Candidate must be fluent in English (speak & written)

Preferred qualifications, capabilities, and skills:

  • Bachelor’s Degree preferred or equivalent work experience
  • Can communicate using one or multiple of the following European languages: Italian, Spanish, Portuguese, French - preferred but not required