Tax Officer Analyst

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.

Client Operations Tax Team is part of the wider Client Operations team, with a particular focus on ensuring adherence to local and International Tax regulations and tax requirements for the Swiss platform.

As a Tax Officer within Client Operations Tax Team, you will play a key role in the review and acceptance of client tax documentation, the maintenance of data in a variety of systems, regular review of existing client files to ensure data consistency and processing of any ad hoc changes requested by our clients. In addition the Client Operations Tax Team coordinates the Tax projects from an operational perspective, plus they also act as Center of Excellence for the Business who refer to them for any Onboarding/Operational Tax issues/questions or complex situation. Client Ops Tax team produces reporting to tax authorities across multiple jurisdictions and ensuring compliance with local tax and regulatory static data requirements

Job Responsibilities

• Complete review of client tax documentation and systems input
• Provide guidance, advice and training to other teams in 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’s 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.