Tax Operations Administrator

5 months ago


Bournemouth, United Kingdom JP Morgan Chase Full time

**Tax Operations Administrator**

**Key Responsibilities**:
You will be part of a team who have responsibility for the following:

- Ensuring 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
- Validation of tax documents and certificates received in accordance with JPMorgan and market level polices
- Lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
- Performing regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
- Opening client accounts in JPMorgan tax system
- Setting of client trading defaults and instruction of stock movements to the appropriate tax rate accounts
- Review and verification of other team members work
- Publication of reporting to the global client service and relationship management teams
- Attending Client Conference Calls providing status updates on Market Openings, Fund Launches, Tax Calls & ensuring 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.
- Relationship building with all key contacts both internal & external.
- Liaising with the client to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type
- In addition the incumbent will have ownership for specific MIS metrics and will be responsible for reporting to the supervisory and management team on a weekly basis.

**Experience / Qualifications**:

- Strong administration and organisational skills
- Enthusiastic and articulate team member, who possess good communication skills
- High degree of accuracy and a good eye for detail
- Strong risk awareness
- Business and customer focused
- Proactive work ethic, innovative and self-motivated
- A flexible and analytical approach to problem solving
- A high level of PC literacy
- 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 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.

Generally the core hours for this position are 9am-5pm although sometimes later depending on the demands of the work.

**Please note that this role will be working in the office on a full time basis due to the secure documentation you'll be handling.**

**Job Types**: Full-time, Temporary contract
Contract length: 6 months

**Salary**: £120.00-£140.00 per day

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Bournemouth: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative skills: 1 year (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: 297854/NJ



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