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Wealth Management Quality Assurance Tax Analyst, Associate

Req #: 180001712
Location: Brooklyn, NY, US
Job Category: Operations
Job Description:

Firm Introduction:

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Job Description:

We are currently seeking a talented and motivated Quality Assurance Specialist to join our Quality Team of PBA Private Bank Operations. The position responsibilities include day-to-day quality assurance review, facilitating 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 policies and standard operating procedures.

Essential Duties and Responsibilities include, but are not limited to, the following:

  • Perform quality assurance review of tax set up at client onboarding, withholding and reporting stages
  • Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (Chapter 3, QI and Chapter 4, FATCA)
  • Contribute to continuous improvement and development of the quality program
  • Provide general assistance to data owners and approvers
  • Interpret firm policies and compliance requirements for incorporation into company systems/procedures
  • Work with members of the Tax And Client Onboarding team strengthening, updating/creating procedures and setting controls in place
  • Participate as required to meet schedules or resolve problems at peer level
  • Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.
  • Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting


  • Knowledge of financial principles and procedures
  • Knowledge on US tax – the QI regime and FATCA law
  • Attention to detail and diligence
  • Strong interpersonal, written and oral communication skills
  • Self-starter, able to work independently and as part of multicultural teams
  • Proficient in organizing, priority-setting, and issues management

Desirable Qualifications:

  • Experience using the tax and/or client onboarding tools and applications
  • Experience in any international tax legislation would be an asset
  • Knowledge of Olympic/DTS/ICR
  • Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information
  • Bachelor’s degree in a business field or other field with equivalent work experience
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