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CIB Operations - Tax Operations Specialist - Associate

Req #: 180022092
Location: Senningerberg, L, LU
Job Category: Operations
Job Description:
About J.P. Morgan Chase & Co.
J.P. Morgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J.P. Morgan is available at
TSS Business Overview:
Treasury & Securities Services (TSS) generates more than $8 billion in revenue annually and is a global leader in custody, securities lending, fund accounting and administration, as well as in treasury services. TSS supports the needs of institutional clients worldwide and is one of the top three providers in both of its businesses: Treasury Services (TS) and Worldwide Securities Services (WSS).
Luxembourg Fund Accounting Business Overview:
Luxembourg Fund Accounting is a centre of expertise providing an operational service to multiple clients and fund types on behalf of JP Morgan Corporate & Investment Bank.  Business functions are distributed across several global sites and Luxembourg provides, amongst other things a Client facing service, Operations Service Delivery, to manage the production of the NAV and interact with Clients on all operational matters.  
About JPMorgan Tax Operations Luxembourg
  • Provision of shareholder investment tax reporting for Funds administered in Luxembourg (Currently - German , Austrian, Belgian, Swiss, Italian & UK  tax reporting)
  • Preparation and review of daily, annual and distribution tax reporting.
  • Analytical review of tax reporting data vs  Fund NAV calculations
  • Centralised performance of certain activity re: provision of tax services for Luxembourg and other accounting locations
  • NAV & Tax processing and reporting for Fund Distribution events
  • Management of tax certification process with Fund tax auditors
  • Respond to client tax queries
  • Working with other internal and external groups in development of new tax services and ensuring ongoing compliance of current tax services
  • Preparation, review and submission of regulatory reports to local regulators (BCL, CSSF, Taxe d’Abonnement)
  • Escalate all issues promptly and effectively to manager.
About the role 
The Tax Operations Specialist will have primary responsibility for ensuring that the delivery of the Tax Operations Team is completed in line with client service level agreements and to the required quality standard.
Duties and responsibilities
The Tax Operations Specialist will be responsible for
  • Ensuring effective work allocation and maximise both the efficiency and the quality of the team delivery.
  • Quality Control & Change Management: As part of working in a dynamic environment, the Tax Operations Specialist will need to ensure there is a strong & effective working relationship with all key stakeholders, including the Tax Operations Managers, third party vendors and other key internal stakeholders.
  • Client & external Auditor relationship: primary responsibility for management of the client relationship in the context of the tax service.
  • Ensure full functional understanding of and compliance with operational risk processes & controls
  • Assist with the preparation of procedures & checklists and ongoing review of existing  procedures & checklists
  • 4 – 5 year experience in European Investor tax reporting. Knowledge of Luxembourg regulatory and distribution reporting would be an advantage, but not essential
  • Very good understanding of Luxembourg SICAV products, particular product features, fund accounting operating models and financial instruments. Prior experiences in a Fund Valuation or Fund Auditor role would be a definite advantage.
  • Fluent in English (oral & written); German would be an advantage
  • Ability to self-manage and multi-task
  • Excellent inter-personnel & Communication skills
  • Very Strong leadership skills
  • Experience leading a team or managing people.
  • Experience in third-party oversight would be an advantage
About J.P. Morgan’s Corporate & Investment Bank:
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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