Client Tax Analyst

1 month ago


Bournemouth, United Kingdom myGwork Full time
This inclusive employer is a member of myGwork - the largest global platform for the LGBTQ+ business community.

If you are passionate about being a part of the dynamic function that is requiring consistent compliance and controls, enhancing response to regulatory and market changes and operational excellence in our business processes and technology. Then this role is for you.

As a Client Tax Analyst in the Payment Operations, you will be responsible 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.

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 monitor client asset movements to the appropriate tax rate accounts Lodges tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief 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, obtains sign-off in line with the JP Morgan & Agent Policy. Arranges for legalisation where required Monitors and maintains changes for a client based on notification of tax changes
Required qualifications, capabilities, and skills
Strong administration and organisational skills High degree of accuracy and a good eye for detail Flexible and analytical approach to problem solving Ability to work under pressure and to strict deadlines Proven skills in customer service Demonstrates an ability to manage deadlines, prioritise tasks & take ownership of deliverables Proven risk awareness & ability to escalate and manage potential risk

  • Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

    Posting description Are you interested to experience a dynamic function that requires consistent compliance and controls, enhances response to regulatory and market changes, operational excellence in our business processes and technology? As a Client Tax Operations Utility Analyst in the Global Tax Operation, you will be delivering regulatory...

  • Client Tax Associate

    1 month ago


    Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    International Tax Operations primary responsibility is to maximize client's investments by either facilitating effective tax relief at source on client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, a significant change agenda and complex market/regulatory...


  • Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    **Responsibilities**: - Validation of tax documents and certificates received in accordance with JPMorgan and market level polices. - Review and verification of tax document updates and updates to client instructions. - Opening client accounts in JP Morgan tax system in partnership with sub custodian network. - Lodgement of tax certificates and declarations...

  • Tax Senior

    1 day ago


    Bournemouth, United Kingdom Edward Jacobs Pty Ltd Full time

    **About The Firm** A Top 100 firm based in **BOURNEMOUTH **with over **600** employees and **45 **Partners across bordering states. Providing high-quality accounting, taxation, auditing and advisory services that help each client achieve their goals, Provide advice to a complex client base, manage relationships and learn a variety of technical skills and...


  • Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

    Are you looking to develop your career in client services? Then this role is for you. As a Client Service Analyst in the Global Client Support (GCS), you will service clients and act as a liaison with internal operational groups to ensure client transactional inquiries are serviced timely and seamlessly. You will work with client-centric analysts who have...

  • Client Service

    1 week ago


    Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

    Are you a self-starter who has a keen interest in technology? We are looking for an experienced trainer with financial industry knowledge.  As a Client Service Analyst in the Payment Solution Center team, you will be supporting and training multiple stakeholder groups within the Europe, Middle East & African Global Investment and Corporate Banking.  ...

  • Data Analyst

    2 hours ago


    Bournemouth, United Kingdom Dupen Ltd (Dupen Recruitment) Full time

    Data Analyst / Information Analyst / Reporting Analyst /Telecoms Analyst / (Telephony – VoIP, IVR systems).  This hugely successful software solutions company is enjoying massive growth.  It’s well-established, has a great people culture and offers great prospects for the future. NB: Due to Security vetting requirements, candidates must be have lived...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Private Client Lawyer NQ +DorsetSalary - DOEA fantastic opportunity for a Private Client Lawyer seeking their next career move at a multi office practice with an outstanding reputation in the Dorset market.Our client is looking to bolster their private client team and are looking for a driven and ambitious private client lawyer to join them in either their...


  • Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor, Bournemouth This is a superb opportunity to join a high profile high street firm who have an outstanding reputation for their Private Client services. This is a senior level role to lead the team and you should be either STEP qualified or with enough experience to go into STEP qualificatuion in the medium term. You should be...


  • Bournemouth, United Kingdom G2 Legal Limited Full time

    My client is an expanding Legal 500 law firm based in Bournemouth currently looking for a Private Client Solicitor or Legal Executive (1+ PQE) to join its successful private client team, in this key placement. The firm has an ambitious strategy and a strong management team to give the right support required to climb the career ladder.  STEP qualified...


  • Bournemouth, United Kingdom G2 Legal Limited Full time

    My client is an expanding Legal 500 law firm based in Bournemouth currently looking for a Private Client Solicitor or Legal Executive (1+ PQE) to join its successful private client team, in this key placement. The firm has an ambitious strategy and a strong management team to give the right support required to climb the career ladder.  STEP qualified...


  • Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor , BournemouthThis is a superb opportunity for someone ideally at 1-3 years PQE  to join a well established firm who are currently strengthening. You should be passionate about private client matters and of levels of service to the client.This is a fantastic time to join the firm, who are expanding across various departments and the...


  • Bournemouth, Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor , BournemouthThis is a superb opportunity for someone ideally at 1-3 years PQE to join a well established firm who are currently strengthening. You should be passionate about private client matters and of levels of service to the client.This is a fantastic time to join the firm, who are expanding across various departments and the...


  • Bournemouth, Dorset, United Kingdom Trial Balance Full time

    If you can’t think of anything, the chances are that you don’t work for my client, one of the most sociable and vibrant practices in the local area. This firm has a great reputation in the local market, both for the quality of service that they offer to their clients, and also for employee satisfaction. They are currently in the market to recruit an...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Private Client SolicitorDorset3 + PQEWe are delighted to be assisting this highly regarded private client team, who are recruiting for an experienced private client solicitor. The successful private client solicitor will be joining a firm who are very established in the Dorset area. You will be joining the private client team in Wimborne.This well regarded...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Great opportunity for a talented Private Client Lawyer at a well-established and leading Legal 500 firm in Bournemouth.Our innovative and progressive law firm client is in an exciting time of transition and growth. They continue to attract high value Private Client work and have carved their reputation as a niche commercial and private client firm in the...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Private Client Solicitor - 1+DorsetSalary dependant on experienceThis established and well renowned multi office Dorset law firm are looking for a motivated and driven Wills, Trusts and Probate and Lawyer to join their expanding Private Client Team.The successful candidate will enjoy a varied caseload of Private Client matters, including probate, estate...


  • Bournemouth, United Kingdom G2 Legal Limited Full time

    An opportunity has arisen for a Private Client Solicitor or Legal Executive who is ambitious and looking for a new challenge in their career. **Private Client Solicitor/Legal Executive** **Bournemouth** **£38,000 - £48,000** This established Legal 500 law firm in Bournemouth is looking for a 1 - 5 years’ PQE Private Client Solicitor to join a busy and...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Private Client LawyerBournemouthGreat opportunity for a talented Private Client Lawyer to join a well-established and leading Legal 500 firm in Bournemouth.Our innovative and progressive law firm client is in an exciting time of transition and growth. They continue to attract high value Private Client work and have carved their reputation as a niche...


  • Bournemouth, Bournemouth, United Kingdom Chadwick Nott Full time

    Private Client SolicitorDorsetChadwick Nott are assisting this great Dorset based firm in their recruitment for a private client solicitor to join their busy private client team. This private client solicitor will be joining this busy private client team in their Shaftesbury office working on a wide range of private client workto include wills, probate,...