Financial Analyst

2 weeks ago


Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time
Job Summary

We are seeking a highly skilled Fiscal Analyst to join our Client Tax Operations Utility team at JPMorganChase. As a key member of our team, you will play a critical role in maximizing client experience and ensuring compliance with tax regulations globally.

Key Responsibilities
  • Validate Tax Documents: Ensure that tax documents and certificates received are in accordance with JPMorgan and market-level policies.
  • Client Account Management: Open client accounts in the JP Morgan tax system in partnership with sub-custodian networks.
  • Tax Settlement and Reporting: Set client trade settlement instructions and monitor client asset movements to the appropriate tax rate accounts, and lodge tax certificates and declarations with sub-custodians and depositories globally.
  • Client Review and Analysis: Perform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market.
  • Status Updates and Metrics: Provide status updates supporting market account openings and client fund launches, ensuring regular metrics and milestones are provided.
  • Market Documentation and Compliance: Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy, and monitor and maintain changes for a client based on notification of tax changes.
  • Risk Awareness and Problem-Solving: Demonstrate strong risk awareness and a flexible, analytical approach to problem-solving, with proven risk awareness and ability to escalate and manage potential risk.
Requirements
  • Strong Risk Awareness: Ability to identify and mitigate potential risks.
  • Analytical Skills: Strong analytical skills with the ability to analyze complex data and make informed decisions.
  • Communication Skills: Excellent communication skills with the ability to effectively communicate with clients and stakeholders.
  • Regulatory Knowledge: In-depth knowledge of tax regulations and compliance requirements.
What We Offer

We offer a dynamic and challenging work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for tax compliance and regulatory affairs, we encourage you to apply for this exciting opportunity.



  • Bournemouth, Bournemouth, United Kingdom Command Full time

    Job Title: Senior Financial AnalystAt Command, we are seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for the smooth running of the accounts function, delivering timely and accurate management accounts. You will develop controls to maximize returns and cash flow and utilize your...

  • Financial Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystJob Summary:Vitality is seeking a highly skilled Finance Analyst to join our Finance Business Partnering team. As a Finance Analyst, you will play a key role in supporting the successful performance of the team by providing financial analysis, reporting, and reconciliation of expenses.Key Responsibilities:Prepare functional expense...

  • Financial Analyst

    3 weeks ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystJob Summary:Vitality is seeking a highly skilled Finance Analyst to join our Finance Business Partnering team. As a Finance Analyst, you will play a key role in supporting the successful performance of the team by providing financial analysis, reporting, and reconciliation of expenses.Key Responsibilities:Prepare functional expense...


  • Bournemouth, Bournemouth, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a Senior Financial Analyst to lead the preparation of client financial statements, including statutory accounts, consolidated accounts, and management accounts. The successful candidate will also be responsible for tax computation, VAT returns, and payroll processing.Key ResponsibilitiesFinancial Statement Preparation: Prepare...

  • Financial Analyst

    1 month ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystAbout the Role:This is an exciting opportunity to join the Finance Business Partnering team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the partnering of the Enterprise function, month-end accounting, reporting, and reconciliation of expenses within the Vitality Services...

  • Financial Analyst

    4 weeks ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystAbout the Role:This is an exciting opportunity to join the Finance Business Partnering team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the partnering of the Enterprise function, month-end accounting, reporting, and reconciliation of expenses within the Vitality Services...

  • Financial Analyst

    4 weeks ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystAbout the Role:This is an exciting opportunity to join the Finance Business Partnering team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the partnering of the Enterprise function, month-end accounting, reporting, and reconciliation of expenses within the Vitality Services...

  • Financial Analyst

    1 month ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job Title: Finance AnalystAbout the Role:This is an exciting opportunity to join the Finance Business Partnering team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the partnering of the Enterprise function, month-end accounting, reporting, and reconciliation of expenses within the Vitality Services...

  • Financial Analyst

    2 months ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job SummaryWe are seeking a highly skilled Finance Analyst to join our team at Vitality. As a key member of our Finance Business Partners team, you will play a critical role in supporting the partnering of the Enterprise function, as well as month-end accounting, reporting, and reconciliation of expenses within the Vitality Services Company.Key...

  • Financial Analyst

    2 months ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Job SummaryWe are seeking a highly skilled Finance Analyst to join our team at Vitality. As a key member of our Finance Business Partners team, you will play a critical role in supporting the partnering of the Enterprise function, as well as month-end accounting, reporting, and reconciliation of expenses within the Vitality Services Company.Key...

  • Financial Analyst

    2 months ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    About the RoleThis is an exciting opportunity to join the Finance team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the successful performance of the Finance Business Partnering team.Key ResponsibilitiesPreparation of functional expense prepayments, accruals, and reallocations.Administrative system...

  • Financial Analyst

    4 weeks ago


    Bournemouth, Bournemouth, United Kingdom Vitality Full time

    About the RoleThis is an exciting opportunity to join the Finance team at Vitality as a Finance Analyst. As a key member of the team, you will play a crucial role in supporting the successful performance of the Finance Business Partnering team.Key ResponsibilitiesPreparation of functional expense prepayments, accruals, and reallocations.Administrative system...


  • Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Team – Finance Business Partners Working Pattern - Hybrid – 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week. Top 3 skills needed for this role: Proficient in engaging with senior stakeholders Expertise in Data Analysis Ability to thrive under pressure while managing a dynamic workload Overview of the Role: ...


  • Bournemouth, Bournemouth, United Kingdom Vitality Full time

    Team – Finance Business Partners Working Pattern - Hybrid – 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week. Top 3 skills needed for this role: Proficient in engaging with senior stakeholders Expertise in Data Analysis Ability to thrive under pressure while managing a dynamic workload Overview of the Role: ...


  • Bournemouth, Bournemouth, United Kingdom Da Home Care Full time

    Job DescriptionJob Title: Data Analyst/Operations AnalystJob Summary:We are seeking a highly skilled Data Analyst/Operations Analyst to join our team at Da Home Care. As a Data Analyst/Operations Analyst, you will play a critical role in supporting our business areas with day-to-day processing, reviewing, reporting, trading, and issue resolution.Key...


  • Bournemouth, Bournemouth, United Kingdom Da Home Care Full time

    Job DescriptionJob Title: Data Analyst/Operations AnalystJob Summary:We are seeking a highly skilled Data Analyst/Operations Analyst to join our team at Da Home Care. As a Data Analyst/Operations Analyst, you will play a critical role in supporting our business areas with day-to-day processing, reviewing, reporting, trading, and issue resolution.Key...

  • Financial Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time

    Job SummaryAs a Client Tax Analyst at JPMorganChase, you will play a critical role in maximizing the client experience and ensuring compliance with tax regulations globally. Your primary responsibility will be to facilitate the collection of valid client tax documentation, apply withholding tax and refunds, and submit regulatory reporting.Key...

  • Financial Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom cv-library.co - Jobboard Full time

    Assistant Management Accountant Job DescriptionWe are seeking an experienced Assistant Management Accountant to join our team on a 12-month maternity cover contract. As a key member of our Finance team, you will be responsible for preparing monthly management accounts, conducting end-of-month routines, and maintaining accruals and prepayments schedules.Key...

  • Financial Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom cv-library.co - Jobboard Full time

    Assistant Management Accountant Job DescriptionWe are seeking an experienced Assistant Management Accountant to join our team on a 12-month maternity cover contract. As a key member of our Finance team, you will be responsible for preparing monthly management accounts, conducting end-of-month routines, and maintaining accruals and prepayments schedules.Key...

  • Financial Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom Grupo Mantra Full time

    Financial Reporting and Analysis OpportunityAccor, a world leader in the hotel industry, is seeking a highly skilled Management Accountant to join its team. As a key member of the finance team, you will be responsible for providing financial reporting and analysis support to the Area Financial Controller.Key Responsibilities:Support the finance team in...