The LATAM Tax Operations team is an exciting and ambitious operational expansion service with several new roles in Latin America. These new and exciting opportunities will work as part of the Global Client Tax utility with the objective of serving the firm's internal and external clients by providing first-class services whilst reducing the firm's risk as it relates to Tax and compliance with diverse market procedures and complex market/regulatory requirements.
The role will partner closely with all operational and corporate functions to consolidate, generate and submit client tax information across multiple jurisdictional revenue agencies. The incumbent will perform reporting services such as Tax information regimes, withholding information regimes, among other submissions.
Job responsibilities: Coordination of Tax data generation, reporting and submission of client tax information including the settlement of payments and calculations.Consolidate cross line of business client financial data, partnering with corporate tax and submitting timely information to internal stakeholders and external governmental agencies.Partner with corporate functions for the timely and accurate creation of management information reporting for Tax processes and services.Contribute to the assessment of generating Tax calculations for lines of business within the firm as they relate to the firm's financial obligation in meeting our responsibilities.Contribute to creating and executing controlled reconciliation processes over data from multiple different sources.Ensure Tax documentation and certificates (e.g., W-8, W-9, CRS self-certifications, local tax withholding certificates, local tax Clients information), are solicited from our clients and local tax offices across markets in partnership with the on-boarding and client service teams.Perform regular reviews of clients' Tax information to ensure they are receiving the appropriate tax treatment in each jurisdiction.Partner with Corporate Tax and other internal control functions to ensure accurate and compliant international and local withholding (e.g., FATCA, NRA, backup withholding, Income tax, VAT, other tax withholdings) reporting (e.g., SITER A, SIRE, 1099, 1042-S).Ensure client tax-related processes and controls are appropriately evidenced via defined metrics.Support the identification and implementation of improvements to client tax processes and controls, including system implementations and/or enhancements partnering with the LOBs based on issues identified through QA testing.Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legislation where required.Specific MIS metrics and for reporting to the supervisory and management team on a weekly basis.Required qualifications, capabilities, and skills: Minimum of 1 year of Tax, information reporting and withholding (IRW) experience in / knowledge of at least one of the following areas:Tax form validationWithholding determinationsReportingLatam Countries Tax knowledgeTax, Accounting, Law or Financial Admin Degree QualifiedHigh degree of accuracy and a good eye for detailStrong risk and control awarenessInterest in and good competence with technology and applications such as SAP and AlteryxAbility to work under pressure and to strict deadlinesDemonstrate an ability to manage deadlines, prioritize tasks & take ownership of deliverablesDemonstrate strong verbal & written communication skills (English and Spanish)Preferred qualifications, capabilities, and skills: Demonstrate strong verbal & written communication skills in Portuguese.
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