Posted in General Business 30+ days ago.
Type: Full-Time
This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction. Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.
The team is looking for a Senior Associate to develop and support the client solicitation for tax documentation including executing daily work and implementing changes to comply to tax regulations including FATCA and Common Reporting Standard (CRS). Key responsibilities include:
• Developing and overseeing the operating model and execution plan to drive the annual solicitation process. This includes executing to BAU requirements, data sourcing and analysis, reconciliations and key data integrity controls.
• Coordinating the production of the current year's solicitation populations across CIB, CB and CCB globally including account level solicitations. This includes completing adhoc analysis as needed to meet regulatory requirements by agreed upon deadlines. Additionally, this role includes facilitating signoffs by senior stakeholders prior to client contact.
• Partnering with internal data source providers and stakeholders across all lines of business to complete data investigations and resolve data quality issues with the goal of improving the timeliness and accuracy of the solicitation as well as the response rate from clients on a continual basis.
• Addressing to closure internal or regulatory requests to complete ad hoc data analysis or produce custom reports as needed.
• Maintaining annual expiry procedure documentation (runbook) required to help drive control-centric environment
• Develop a method to collect and present meaningful Metrics to leaders.
• Communicate directly to clients as required
Role Description :
The Senior Associate will be a part of a small Change Management team responsible for transforming and executing the managing the Annual Tax Expiry end to end process. In addition to completing the ongoing solicitation activities, the Senior Associate will innovate within the function across Tax Transformation teams and with internal technology teams as well as support direct contact with clients, business partners, client/customer representatives and our global team. The Associate will be expected to:
• Maintain/Create and own solicitation procedure documents including runbook, FAQ documents and external website and help drive control-centric environment
• Work with technology teams to innovate and leverage Agile best practices to ensure the most efficient solution is built and in the most expedited way
• Drive technology requirements and participate in business readiness for technology releases including documenting the end-to-end process and solutions so they can be easily understood and configured as needed by business process owners after development is completed.
• Providing requirements, conducting UAT and performing production validation
About you:
We're looking for highly motivated team players with the initiative and insight to develop innovative analytic solutions. The candidate must be a self starter who is able to work in a fast paced, results driven environment.
Additional qualifications:
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.
Equal Opportunity Employer/Disability/Veterans
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