Asset & Wealth Management- Quality Assurance Tax Specialist- Associate Job Vacancy in JPMorgan Chase Bank, N.A. Westerville, OH – Updated today

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Full Details :
Company Name : JPMorgan Chase Bank, N.A.
Location : Westerville, OH
Position :

Job Description : Department Description:
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 100 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking.
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.7 trillion, it is one of the largest asset and wealth managers in the world.
Job Description:
We are currently seeking a talented and motivated Quality Assurance Analyst to join our Quality Team of Private Bank Operations (International) . The position responsibilities include day-to-day quality assurance review, participating in cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm wide policies and standard operating procedures.
Essential Duties and Responsibilities include, but are not limited to, the following:

Develop a strong understanding of the business process and procedures and execute test plans that align with business procedures and system workflow
Perform quality assurance reviews of data set up at client onboarding, withholding and reporting stages for tax and reporting purposes
Communicate and confirm the test results and discuss results at a detailed level as well as in summary for Executive audiences
Understand root cause for the errors and potential impact
Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (covering Common Reporting Standard (CRS), US Tax: Chapter 3 (NRA) including QI, Chapter 4 (FATCA), Chapter 61 (BUW) and select EMEA local taxes)
Work with Tax Ops and Client Onboarding to track remediation of identified errors and Continuous Improvements Initiatives
Interpret firm policies and compliance requirements for incorporation into company systems/procedures
Work with Tax Ops and Client Onboarding to track remediation of identified errors
Actively participate in calibrations with the supervisors (emails/calls) and articulate findings, analyze disputes, and escalate when needed (make proposals of resolutions, calibrate with the Areas of responsibility (AOR)
Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting
Develop/suggest ideas to improve QA Programs (e.g. checklist) or business processes, for instance based on analysis of the number of downgrades, FYI or Observations
Actively participate in the Annual program reviews and share ideas for improvements
Additional responsibilities may include supporting program expansions and other improvement assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.

Qualifications:

Bachelor’s degree in a business field or other field with equivalent work experience
Knowledge of financial principles and procedures
Strong knowledge of Automatic Exchange of Information (AEOI), Common Reporting Standard (CRS) including CRS due diligence and reporting principals and requirements
Knowledge of US Information Reporting and Withholding Tax (Chapter 3/NRA, Chapter 4/FATCA, Chapter 61/BUW) and US Tax Forms W-9/W-8 principals and requirements
Working knowledge of Know Your Customer (KYC)
Attention to detail and diligence
Strong interpersonal, written and oral communication skills
Self-starter, able to work independently and as part of multicultural teams across various time zones
Proficient in organizing, priority-setting, and issues management
Experience with business applications supporting AWM Private Client portfolios strongly preferred
Strong communication, presentation, project management and leadership skills required
Teamwork and collaboration expertise
Highest level of professionalism, self-motivation and sense of urgency

Desirable Qualifications:

Experience using the tax and/or client onboarding tools and applications
Knowledge of Olympic/DTS/ICR/Connect/OMNI/ACES

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V .
JPMorgan Chase & Co., 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. 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.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm’s vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.
Equal Opportunity Employer/Disability/Veterans

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