Client Tax Associate

2 months 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 requirements.

**Job responsibilities**:

- Analysis and presentation of defined data elements to team members and stakeholders.
- Proactive enhancement of tax services data via technology solutions.
- Proactive development and implementation of revised or new operational procedures.
- Root-cause analysis of recurring data or procedural issues
- Assistance with projects and initiatives across the wider International Tax Operations team
- Collaboration with colleagues in Client Tax Operations Utility team, network management group, program managers and technology partners
- Identification, escalation and participation in resolution of tax risks

**Required qualifications, capabilities and skills**:

- Knowledge of operational tax or data analytics within financial services, specifically global custody or investment banking.
- Experience of Advanced MS Excel, Alteryx, UiPath and Tableau.
- Internal and external communication and problem-solving experience.
- You will be able to give examples of your risk awareness and operational control experience within financial services.
- You will be able to discuss your process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients and stakeholders.
- Proven experience within an arena where accuracy is critical within strict deadlines.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


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