Tax Regulatory Reporting and Client Communications

**JOB DESCRIPTION**
Tax Control & Client Communications is the center of excellence for the governance and oversight required from JPMorgan Asset Management (Europe) as a UCITS Management Company through monitoring of the regulatory obligations on investor tax reporting under FATCA, CRS and US Form 1099 reporting across EMEA. It monitors all tax-related operational activity on the transfer agency range including account on-boarding, account maintenance and owns the investor tax reports. The team manages the transfer agency vendors and owns the audit & consultancy relationships.

In this team, your primary responsibility will be to assist the Tax Control & Client Communications Manager in maintaining a robust and efficient control model in an extremely dynamic environment, with principal focus on the tax regulatory reporting and client communication process. In particular, the role aims for perfect execution of the oversight functions linked to outsourced activities, ensuring excellence of service delivery.

**Responsibilities**:

- Monitoring service provision delivered by our external Transfer Agency Administrators
- Management of regulatory tax reporting: preparing regulatory tax reports and performing ad-hoc detailed controls
- Monitoring administrative mailing-related service provision delivered by internal teams as well as legal publication requirements
- Tactical management of vendor relationships
- Own governance and oversight of these activities
- Continual improvement in the quality & efficiency of controls and oversight on existing processes

**Required qualifications, capabilities, and skills**
- Proven transfer agency experience in an international environment
- Solid understanding of Transfer Agency (TA) processes
- Solid knowledge of the legal and regulatory environments under which funds and Management Companies operate
- Fluency in written and spoken English is essential
- Perform well and accurate under pressure
- Proven track record in internal and external relationship management/communication
- Show positive attitude to compliance and controls, show strong accuracy and attention to detail

**Preferred capabilities and skills**
- Experience with tax regimes such as FATCA and CRS are an asset
- Analytical, inquisitive, interested in learning
- Excellent personal resource management such as time management, multi tasking

**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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**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.