Wealth Management Operations - Tax Documentation Compliance Analyst
JPMorganChase
Accounting & Finance, IT, Operations, Compliance / Regulatory
metro manila, philippines
Join a dynamic team at the heart of International Private Banking, where your expertise ensures clients’ tax compliance and seamless onboarding. Be part of a group that values accuracy, collaboration, and operational excellence. This is your opportunity to make a tangible impact by supporting clients and the business in a fast-paced, global environment. You’ll work with diverse teams and develop your skills in tax, compliance, and client service. Take ownership of your career and help shape the future of our Wealth Management business.
As a Tax Documentation Compliance Analyst in the International Private Banking Tax Documentation Compliance team, you play a key role in ensuring our clients’ tax documentation meets regulatory requirements. You help us maintain high standards of compliance and operational efficiency, supporting both clients and colleagues. We value your attention to detail, proactive approach, and commitment to delivering excellent service. Together, we ensure our clients’ onboarding and ongoing account management are seamless and compliant.
Job Responsibilities:
- Review and process client tax documentation for accuracy and completeness
- Maintain and update client data in internal systems
- Advise the business on tax documentation requirements for account opening and due diligence
- Provide guidance, advice, and training to other teams
- Support the business with prospect development prior to account opening
- Monitor tax reporting deadlines and ensure timely compliance
- Perform controls and reconciliations to align system data with client documentation
- Generate metrics and statistics for management reporting
- Act as a local escalation point for complex tax documentation issues
- Manage day-to-day team workflow and priorities
- Coordinate operational aspects of tax-related projects
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree or professional certification in tax or a related field
- Experience in tax documentation or compliance within the wealth management industry
- Strong knowledge of Anti-Money Laundering, Know Your Client, and Economic Sanctions regulations
- Familiarity with Common Reporting Standard (CRS) and US tax forms
- General understanding of Asia tax regimes
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks and prioritize effectively
- High ethical standards and sense of responsibility
- Strong interpersonal, verbal, and written communication skills
- Fluency in English
- Proficiency in Microsoft Excel
Preferred Qualifications, Capabilities, and Skills
- Experience with automation tools such as Alteryx or Xceptor
- Project management skills
- Experience supporting multiple Asian jurisdictions
- Ability to work independently and as part of a team
- Experience in a fast-paced, deadline-driven environment
- Fluency in any Asian language
- Experience providing training or guidance to colleagues
Additional Information:
- Shift Schedule: Day Shift
- Work Setup: Full Time Onsite
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join our team to ensure tax documentation compliance and support client onboarding in international private banking.