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International Private Banking - US Tax Support Manager



Customer Service
metro manila, philippines
Posted on Thursday, July 11, 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 Manager to join International Private Bank Client Service Center of Excellence team.

As a Tax Support Manager within the International Private Bank (IPB) Client Service Tax Support team, you will be tasked with assisting the Client Service (CSS) team in a variety of tax-related matters, ranging 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. Escalation of issues for any urgent matters or assistance.
  • 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
  • Participate in Service-related projects/priorities as needed
  • Provide support to direct manager/local manager by ensuring that local administrative tasks are accomplished
  • Work closely with Europe, Middle East and Africa (EMEA), Latin America (LATAM) and Asia Client Service Managers
  • Prepare of ad-hoc reports as required
  • Ensure that individual activities, as well as team activities are tracked in a timely manner
  • Assist CSS Tax Manager and Client Service Managers in developing communications for best practices to be shared across the teams

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
  • Understanding of Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) rules
  • Highly organized, attentive to details, excellent follow up habits
  • Service-Oriented
  • Effective communicator (both orally and written)
  • Ability to synthesize complex tax terms into ease understanding by non-tax members
  • 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