German Tax Operations Specialist - Senior Associate (all genders)

Job Description
Join the team and demonstrate your strong background in German tax law, excellent analytical skills, and the ability to work collaboratively in a fast-paced, technology-driven environment.
As a German Tax Operations Associate within our Private Banking team, you will oversee and will be actively engaged in enhancing processes related to the withholding and reporting of taxes for our private banking clients. You will ensure compliance with German tax regulations, support tax reporting and filing processes.
Job responsibilities

• Oversee and manage the day-to-day tax operations related to withholding taxes for private banking clients, ensuring compliance with all relevant German tax laws and regulations.
• Prepare and review reports and filings for withholding taxes, ensuring accuracy and timeliness.
• Collaborate with internal teams and external advisors to ensure accurate and timely tax reporting and compliance for client accounts.
• Monitor changes in German tax legislation and assess their impact on the bank's operations and client portfolios.
• Support on withholding and reporting tax matters to internal stakeholders, including client relationship managers and legal teams.
• Leverage technology and data analytics tools to enhance tax reporting and compliance processes for client accounts.
• Participate in the development and implementation of technology-driven solutions to streamline tax operations.
• Support the Tax Operations Manager in various projects and initiatives as needed.

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Significant experience in German tax operations, ideally within a private bank or financial institution.
• In-depth knowledge of German tax laws, regulation and financial products
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communication and interpersonal skills, with the ability to work effectively and independently with cross-functional teams, managing multiple tasks effectively.
• Proficiency in tax software, data analytics tools, and Microsoft Office Suite (Excel, Word, PowerPoint).
• Fluency in German and English, both written and spoken.

Preferred qualifications, capabilities, and skills

• A Master's degree or professional tax qualification (e.g., Steuerberater) is preferred.
• Knowledge of other European tax regulations and CRS/FATCA is considered a plus.
• Experience with technology-driven solutions and product management in tax operations is a plus.
• Familiarity with the tax engine CPB - Sectras is a plus.

About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.