Tax Control Associate
il y a 2 semaines
JPMorgan Asset Management (Europe) S.à r.l. is a Luxembourg domiciled Management Company providing individuals, advisors and institutions with mutual funds strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Tax Control is the team responsible for the FATCA, CRS and US Form 1099 governance and oversight of the various Transfer Agents ('TA') activity.
We are seeking a candidate who is a versatile and adaptable professional, capable of accurate execution with proficiency and efficiency. The ideal candidate will demonstrate a clear understanding of the various tax regimes applicable to investor tax reporting, as well as a keen ability to contribute to system and operational improvements. Reporting to the Team Manager, you will have responsibility for the following:
Job Responsibilities:
- Review tax documentation/self-certification forms for completeness and reasonableness in accordance with regulatory requirements and investor KYC
- Quality control of tax related information in TA systems, and liaison with TA's to query as required
- Take accountability for the preparation and submission of the annual US 1099 reports as well as FATCA and CRS returns
- Build and maintain strong relationships with internal and external stakeholders e.g. Corporate Tax, AML, TA Oversight and Client Service teams, as well as Transfer Agents and other vendors
- Act as a point of contact for all FATCA, CRS and US Form 1099 queries
- Respond to various stakeholder queries, including relevant tax authorities, in a comprehensive and timely manner
- Deliver regular updates to business stakeholders via governance meetings as required
- Take accountability for monitoring service provision delivered by our external Transfer Agents and take action, as appropriate
- Continuous improvement in the quality & efficiency of controls and oversight on existing processes
- Supporting the Team Manager in the analysis and implementation of new regulatory requirements
- Deputise for the Team Manager as required
- Identify opportunities to integrate AI, automation, and the latest technology developments.
Required qualifications, capabilities, and skills
- Solid understanding of client/investor onboarding and Transfer Agency (TA) processes
- Understanding of fund structures, investor life-cycle and tax reporting
- Demonstrated ability as a proactive, strategic self-starter with strong time management and business analyst skills and the ability to understand and explain complex issues to non-specialized audiences
- Fluency in written and spoken English is essential with strong communication skills, both written and verbal
- Proven experience building and maintaining relationships with stakeholders
- Ability to translate regulatory requirements into solution designs and facilitate prioritization.
- Experience working with cross-functional teams, including change management, business, and third-party vendors.
- Ability to manage multiple activities concurrently to achieve successful outcomes.
- Act on own initiative and fulfil objectives with small supervision
- Must be a team player with the ability to network with co-workers but also have the ability to work independently and prioritise own workflows.
- Highly proficient in Microsoft Office Suite with an advanced ability to create and provide solutions to automate manual processes
- Strong appreciation for the legal and regulatory environments under which the funds and Management Companies operate
Preferred capabilities and skills
- Previous experience in a similar role with an Asset Manager/TA is preferred and will be considered an asset
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