The LATAM Tax Operations team is an exciting and ambitious operational expansion service with several new roles in Latin America. These new and exciting opportunities will work as part of the Global Client Tax utility with the objective of serving the firms internal and external clients by providing first class services whilst reducing the firms risk as it relates to Tax and compliance with diverse market procedures and complex market/regulatory requirements.

The role will partner closely with all operational and corporate functions to consolidate, generate and submit client tax information across multiple jurisdictional revenue agencies. The incumbent will perform reporting services such as invoicing, Tax information regimes, withholding information regimes, among other submissions.

Key Responsibilities:

The incumbent will work closely with the Head of the Operations, operations manager and various partners and stakeholders, driving key business and technology initiatives and will be responsible for:

• Coordination of Tax data generation, reporting and submission of client tax information including the settlement of payments and calculations.
• Consolidate cross line of business client financial data, partnering with corporate tax and submitting timely information to internal stakeholders and external governmental agencies.
• Partner with corporate functions for the timely and accurate creation of management information reporting for Tax processes and services.
• Contribute to the assessment of generating Tax calculations for lines of business within the firm as they relate to the firm’s financial obligation in meeting our responsibilities.
• Contribute to creating and executing controlled reconciliation processes over data from multiple different sources.
• Ensure Tax documentation and certificates (e.g., W-8, W-9, CRS self-certifications, local tax withholding certificates, local tax Clients information), are solicited from our clients and local tax offices across markets in partnership with the on-boarding and client service teams.
• Perform regular reviews of clients Tax information to ensure they are receiving the appropriate tax treatment in each jurisdiction.
• Partner with Corporate Tax and other internal control functions to ensure accurate and compliant international and local withholding (e.g., FATCA, NRA, backup withholding, Income tax, VAT, other tax withholdings) reporting (e.g., SITER A, SIRE, 1099, 1042-S)
• Ensure client tax-related processes and controls are appropriately evidenced via defined metrics
• Support the identification and implementation of improvements to client tax processes and controls, including system implementations and/or enhancements partnering with the LOBs based on issues identified through QA testing.
• Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legislation where required.
• Monitor & Maintain changes for a client based on notification of Tax changes.
• Build relationships with all key contacts both internal & external.
• Specific MIS metrics and for reporting to the supervisory and management team on a weekly basis.

Role Skills / Attributes

• A strong sense of ownership and responsibility
• Service Mindset: Ability to interact efficiently with internal stakeholders and external Clients and effectively manage client expectations.
• Strong team skills: Comfortable working across the organization and bringing people together to achieve results.
• Proactive work ethic, innovative and self-motivated
• A flexible and analytical approach to problem solving

Role Experience / Qualifications:

• Minimum of 1 years of Tax, information reporting and withholding (IRW) experience in / knowledge of at least one of the following areas:
  1. Tax form validation
  2. Withholding determinations,
  3. Reporting
  4. Invoicing
• Latam Countries Tax knowledge
• Tax, Accounting, Law or Financial Admin Degree Qualified
• High degree of accuracy and a good eye for detail
• Strong risk and control awareness
• Interest in and good competence with technology and applications such as SAP and Alteryx
• Ability to work under pressure and to strict deadlines
• Demonstrate an ability to manage deadlines, prioritize tasks & take ownership of deliverables.
• Demonstrate strong verbal & written communication skills (English and Spanish – Portuguese a plus).

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J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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LATAM Tax Operations Analyst - invoicing