Client Tax Analyst

Job title:

Client Tax Analyst

Company

JPMorgan Chase

Job description

Job Category: Client TaxJob Description:Are you passionate about customer service and are able to work to tight deadlines? Then you found the right position for you!As a Client Tax Analyst within the Tax Operations Group, you will be exposed to tasks which maximise client’s investments by either facilitating effective tax relief at source on our client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, complex documentary requirements and client specific nuances. You will be involved in extensive internal communications with the global client service and relationship management teams, together with regular interaction with sub-custodians, global tax authorities and depositories. Some teams within the department operate shifts, either on a fixed or rotating basis. Generally the core hours for this position are 9am-5pm, and there is a requirement for some overtime, weekend working and occasional shift work to meet business deadlines. You will also be expected to cover UK Bank Holidays to provide support for clients in overseas markets.Job responsibilities

• Ensure that Tax documentation and certificates are solicited from our clients and local tax offices across the globe in partnership with the on-boarding and client service team
• Validate tax documents and certificates received in accordance with JPMorgan and market level polices
• Perform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
• Open client accounts in JPMorgan tax system
• Publish reports to the global client service and relationship management teams
• Attend internal conference calls to provide status updates on tax documentation requirements and lodgment of such documentation within each global market
• Ensure that regular metrics and milestones are provided
• Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where required
• Monitor & maintain changes for a client based on notification of Tax changes
• Liaising with client facing colleagues to gather relevant tax documentation to obtain the maximum tax relief at source for relevant tax markets and client types
• Own specific MIS metrics and will be responsible for reporting to the supervisory and management team on a weekly basis

Required qualifications, capabilities, and skills

• A high level of PC literacy
• Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables
• Proven risk awareness & ability to escalate and manage potential risk
• Demonstrate the ability to work at an individual level & within a team environment
• Provide examples around ability to work under pressure
• Demonstrate strong verbal & written communication skills

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 for more information about requesting an accommodation.About the Team: J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Expected salary

Location

Bournemouth

Job date

Fri, 18 Apr 2025 00:55:27 GMT

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