Client Tax Analyst
5 days ago
As a Client Tax Analyst within the Client Tax Operations Utility team, your primary responsibility is to maximize the client experience and comply with tax regulations globally by facilitating the collection of valid client tax documentation, the application of withholding tax and refunds and the submission of regulatory reporting. You will be working within a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology. 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. The group is also expected to cover UK Bank Holidays to provide support for clients in overseas markets.
Job responsibilities
- Validates tax documents and certificates received in accordance with JPMorgan and market level polices
- Opens client accounts in JP Morgan tax system in partnership with sub custodian network
- Sets client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accounts
- Lodgments tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
- Performs regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
- Provides status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided
- Ensures 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
- Monitors and maintains changes for a client based on notification of tax changes
- Builds relationships with all key contacts both internal & external
- Owns specific MIS metrics and will be responsible for reporting to management team on a weekly basis
Required qualifications, capabilities, and skills
- Strong administration and organisational skills
- High degree of accuracy and a good eye for detail
- Strong risk awareness
- Business and customer focused
- A flexible and analytical approach to problem solving
- Ability to work under pressure and to strict deadlines
- Proven skills in customer service
- Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables
- Proven risk awareness & ability to escalate and manage potential risk
- 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 FAQs for more information about requesting an accommodation.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
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