Emplois actuels liés à Tax Control Associate - Senningerberg, Luxembourg - JPMorganChase

  • Senior VAT Associate

    il y a 1 semaine


    Senningerberg, Luxembourg Atoz Tax Advisers Temps plein 60.000 € - 100.000 € par an

    About 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 1 semaine


    Senningerberg, Luxembourg Atoz Tax Advisers Temps plein 50.000 € - 80.000 € par an

    About 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...

  • Legal Entity Controller

    il y a 2 jours


    Senningerberg, Luxembourg JPMorgan Chase Temps plein

    Are you a seasoned accounting professional with a keen eye for detail and a passion for financial oversight? Join our dynamic team in Luxembourg as a Legal Entity Controller, where you will play a pivotal role in managing the financial integrity and operational efficiency of our legal entities. The Continental Europe Controllers team is responsible for the...


  • Senningerberg, Luxembourg Dexter International S.à r.l. Temps plein

    On behalf of our client, a successful private service provider in Luxembourg, we are hiring a ”German Speaking Compliance Tax Manager (M/F/d)”. **Your responsibilities**: - Independent coordination and monitoring of tax compliance as well as review of tax returns - Interface between external consultants and internal departments regarding tax and...


  • Senningerberg, Luxembourg JPMorganChase Temps plein

    **JOB DESCRIPTION** Are you ready to be part of a dynamic team at the forefront of financial security and compliance? At JP, Morgan Asset Management we are committed to maintaining the highest standards of integrity and regulatory compliance. Join us as an AML Team Associate and play a crucial role in safeguarding our clients and our business. As an AML...


  • Senningerberg, Luxembourg JPMorganChase Temps plein

    Bring your expertise to our team and thrive in a fast-paced, dynamic environment while actively participating in key initiatives. As an Associate within our TA Operations Service Delivery team, you will take on a dynamic client-facing role in Luxembourg, serving as the primary point of contact. You will manage communication on all Transfer Agency-related...


  • Senningerberg, Luxembourg JPMorganChase Temps plein

    Join our J.P. Morgan Fund Services team and provide services including Fund Accounting, Financial Reporting, Investment Operations, and Transfer Agency to mutual and pension Funds. The Fund Accounting Operations Service Delivery Team is a department within the Fund Services Operations team that houses client facing professionals that support our day to day...

  • Aml/ctf Associate

    il y a 1 semaine


    Senningerberg, Luxembourg JPMorganChase Temps plein

    **JOB DESCRIPTION** Bring your expertise in AML/CTF and contribute to the success of our global Alternative Funds Team. As an Associate in our Transfer Agency Department, you will act as a member of a dedicated AML team whose primary responsibility will be to perform timely and efficient review and update of both new and existing Investor Anti-Money...


  • Senningerberg, Luxembourg JPMorganChase Temps plein

    Join our team at JPMorgan Asset Management and be at the heart of fund product innovation. As a Fund Product Implementation Manager, you'll lead dynamic cross-functional initiatives, driving value for clients and ensuring successful product launches. This role offers the opportunity to collaborate with a diverse range of stakeholders, fostering long-term...

  • Senior Manager

    il y a 1 semaine


    Senningerberg, Luxembourg LRI Invest Temps plein

    Description As a Legal & Company Administrator, you will assist with the whole client acceptance process, including involvement at a client enquiry stage and discuss with management any client acceptance considerations to complete the acceptance process in compliance with internal policies and procedures. You will also prepare the relevant documents,...

Tax Control Associate

il y a 2 semaines


Senningerberg, Luxembourg JPMorganChase Temps plein 60.000 € - 90.000 € par an

JOB DESCRIPTION

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

ABOUT US

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.

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.

ABOUT THE TEAM

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.