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
-
Tax Control Associate
il y a 7 heures
Senningerberg, Luxembourg JPMorganChase Temps pleinJob DescriptionJPMorgan 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...
-
Senior VAT Associate
il y a 2 semaines
Senningerberg, Luxembourg Atoz Tax Advisers Temps pleinAbout usATOZ is a high-end independent advisory firm offering a comprehensive and integrated range of tax and financial advisory services. We are a firm of seasoned partners and hand-picked professionals and. our team has in-depth experience in advising on and delivering solutions for sophisticated local and global players. Through TAXAND, ATOZ has...
-
Experienced VAT Associate
il y a 2 semaines
Senningerberg, Luxembourg Atoz Tax Advisers Temps pleinAbout usATOZ is a high-end independent advisory firm offering a comprehensive and integrated range of tax and financial advisory services. We are a firm of seasoned partners and hand-picked professionals and. our team has in-depth experience in advising on and delivering solutions for sophisticated local and global players. Through TAXAND, ATOZ has...
-
Fund Product Implementation Manager – Associate
il y a 7 heures
Senningerberg, Luxembourg JPMorganChase Temps pleinJOB DESCRIPTIONManage and implement fund-related initiatives for Luxembourg and Irish domiciled funds, including AIFs, UCITS, and ETFs as well as collaborate with a diverse range of internal and external stakeholders. The Luxembourg Product Implementation team serves as the center of expertise and knowledge for JPMorgan Asset Management's mutual funds...
-
Asset Management
il y a 7 heures
Senningerberg, Luxembourg JPMorganChase Temps pleinJOB DESCRIPTIONJPMorgan Asset Management (Europe) S.à r.l. ("JPMAME") is the designated Luxembourg AIFM of JPMorgan Asset Management's alternative investment products. With more than 170 employees based in Luxembourg, JPMAME provides supervision and oversight of fund activities including those delegated to third parties. In order to support its fast-growing...
-
Asset Management
il y a 7 heures
Senningerberg, Luxembourg JPMorganChase Temps pleinJob DescriptionJPMorgan Asset Management (Europe) S.à r.l. ("JPMAME") is the designated Luxembourg AIFM of JPMorgan Asset Management's alternative investment products. With more than 170 employees based in Luxembourg, JPMAME provides supervision and oversight of fund activities including those delegated to third parties. In order to support its fast-growing...
-
Senior Tax Associate
il y a 1 semaine
Senningerberg, Luxembourg Dexter International S.à r.l. Temps pleinOn behalf of our client, a service provider in Luxembourg, we are hiring a “Senior Tax Associate (M/F/d)”. **Your responsibilities**: - Responsible for income tax related matters of international group entities - Handling WHT and CIT returns, tax assessments and tax provisions - Participation in ad hoc projects - Assisting with the preparation of...
-
Product Administration
il y a 1 semaine
Senningerberg, Luxembourg JPMorganChase Temps pleinJPMorgan Asset Management 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. The Product Administration department’s mission is to be the centre of excellence for the...
-
Product Administration
il y a 1 semaine
Senningerberg, Luxembourg JPMorganChase Temps plein**JOB DESCRIPTION** JPMorgan Asset Management 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. The Product Administration department’s mission is to be the centre of...
-
Experienced Vat Associate
il y a 2 jours
Senningerberg, Luxembourg ATOZ Temps plein**About us**: - ATOZ is a high-end independent advisory firm offering a comprehensive and integrated range of tax and financial advisory services. We are a firm of seasoned partners and hand-picked professionals and. our team has in-depth experience in advising on and delivering solutions for sophisticated local and global players. Through TAXAND, ATOZ has...
-
Internal Audit Associate
il y a 2 semaines
Senningerberg, Luxembourg JPMorganChase Temps plein**JOB DESCRIPTION** Step into an exhilarating career journey as an Internal Audit Associate, where you'll become an integral part of our dynamic audit team. This role offers a unique opportunity to delve into the EMEA Securities Services business, combining strategic audit planning with hands-on execution. As an Internal Audit Associate within the EMEA...
-
Associate Portfolio Manager
il y a 2 jours
Senningerberg, Luxembourg JPMorganChase Temps pleinYou will join a successful and dynamic team of Portfolio Managers within J.P Morgan’s EMEA Private Banking business. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level. We are actively looking for exceptionally talented...
-
Portfolio Manager
il y a 7 jours
Senningerberg, Luxembourg JPMorganChase Temps plein**JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. You will be within the team who manage JPMorgan’s Private Bank Clients’ Core multi-asset portfolios, providing support to team leaders alongside portfolio management...
-
HR Operations Associate with Dutch
il y a 2 semaines
Senningerberg, Luxembourg JPMorganChase Temps plein**Responsibilities**: - Collaborate with HR stakeholders to ensure accurate and timely execution of HR operations in both locations. - Handle employee queries via the HR query tool and mailboxes, coordinating resolutions and managing escalations. - Work closely with the payroll team to provide input and oversight on monthly payroll. - Assist with new...
-
HR Operations Associate with Dutch
il y a 5 jours
Senningerberg, Luxembourg JPMorganChase Temps plein**JOB DESCRIPTION** **Responsibilities**: - Collaborate with HR stakeholders to ensure accurate and timely execution of HR operations in both locations. - Handle employee queries via the HR query tool and mailboxes, coordinating resolutions and managing escalations. - Work closely with the payroll team to provide input and oversight on monthly payroll. -...
-
Asset Management
il y a 2 jours
Senningerberg, Luxembourg JPMorganChase Temps plein**JOB DESCRIPTION** JPMorgan Asset Management (Europe) S.à r.l. (“JPMAME”) is the designated Luxembourg AIFM of JPMorgan Asset Management's alternative investment products. With more than 170 employees based in Luxembourg, JPMAME provides supervision and oversight of fund activities including those delegated to third parties. In order to support its...
