JPMorgan Chase Wealth Management Senior Quality Assurance Tax Analyst, VP in Brooklyn, New York

Department Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 100 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.7 trillion, it is one of the largest asset and wealth managers in the world.

Job Description:

We are currently seeking a talented and motivated, Senior Quality Assurance Analyst to join our Quality Team of Private Bank Operations (Americas and international). The position responsibilities include day-to-day quality assurance review, participating in 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 wide 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, privacy)

  • Support QA team members performing the QA reviews, being a main point of contact for tax expertise

  • Contribute to continuous improvement and development of the quality program

  • Provide general assistance to data owners and approvers

  • Interpret firm wide 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

  • 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

  • Training ofnew joiners and/or junior analysts on tax subjects


  • Knowledge of financial principles and procedures

  • Extensive knowledge of US tax – W-9, /W-8 and supporting documentation, the QI regime, FATCA law and privacy laws

  • 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

  • Bachelor’s degree in a business field

Desirable Qualifications:

  • Experience in any international tax laws, e.g. Suisse

  • Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information

  • Experience using the tax and/or client onboarding tools and applications

  • Knowledge of Olympic/DTS/ICR

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.