Tax Compliance Associate

JPMorganChase

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profile Job Location:

Edinburgh - UK

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Description
Join JPMorganChase and discover a career where your skills and ideas truly make a difference. Youll help shape the future of data management by supporting client onboarding and collaborating with teams across the organization. Your attention to detail and commitment to excellence will ensure we meet regulatory standards and deliver outstanding client experiences. The position offers opportunities to innovate and contribute to process improvements.

As a Client Data Associate I in Operations you will manage and verify client tax documentation for FATCA and CRS. Youll use digital platforms to optimize workflows resolve service issues and maintain the integrity of confidential data. Engaging with stakeholders youll facilitate discussions that drive positive outcomes and operational efficiency. This role is ideal for those interested in financial services and data operations offering growth in a fast-paced environment and where your expertise will help support the firms regulatory requirements.

Job responsibilities
  • Manage and verify client data and tax documentation ensuring accuracy completeness and compliance with FATCA/CRS and local AML requirements.
  • Support seamless client onboarding processes proactively resolving service issues to deliver outstanding client experiences.
  • Collaborate with cross-functional teams and stakeholders to track exceptions facilitate discussions and achieve timely completion of KYC FATCA and CRS processes.
  • Utilize digital platforms and analytical tools to process analyze and enhance client data management across products and platforms.
  • Capture validate and maintain FATCA and CRS tax documentation ensuring regulatory requirements are met and data integrity is preserved.
  • Identify and implement process improvements to drive operational efficiency and support continuous improvement initiatives.
Required qualifications capabilities and skills
  • Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Advanced analytical and research skills with proficiency in digital tools and Microsoft Office Suite for data management and reporting.
  • Strong communication problem-solving and stakeholder management abilities with a client-focused approach.
  • In-depth knowledge of KYC/AML/FATCA/CRS policies and experience supporting regulatory compliance and client onboarding.
  • Proven track record of driving operational efficiency and contributing to process improvement initiatives.
Preferred qualifications capabilities and skills
  • Experience in FATCA and CRS Tax Documentation and Reporting
  • Ability to drive data-driven initiatives and foster collaboration among stakeholders utilizing influence and project management skills.
  • Expertise in leveraging AI machine learning and process automation to enhance data analysis and streamline workflows.
  • Strong adaptability and resilience in dynamic high-pressure environments with interpersonal skills to motivate teams and negotiate effective solutions.
  • Advanced proficiency in developing quantitative reports and actionable insights to support strategic decision-making and continuous improvement.



Required Experience:

IC

Description Join JPMorganChase and discover a career where your skills and ideas truly make a difference. Youll help shape the future of data management by supporting client onboarding and collaborating with teams across the organization. Your attention to detail and commitment to excellence will en...
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About Company

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JPMorganChase, 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 ov ... View more

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