Client Tax Analyst

4 days ago

Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Full time £40,000 - £80,000 per year

Join our Global Tax Operation team in this business-critical role supporting the filing of tax reclaims across different markets for various lines of JP Morgan businesses. 

As a Client Tax Analyst - Markets Business in the Global Tax Operation team, you will be responsible for the core processes of relief at source documentation and preparation and submission of retrospective tax reclaims to the Tax Authorities within EMEA. You will work closely with the different desks, middle office, settlements, Finance and Corporate Tax teams located across multiple locations. 

Job responsibilities

  • Reconciling Income and tax to request agent vouchers and other ad hoc documents
  • Ascertaining all requests are appropriately captured and required documents are delivered on time
  • Ensuring all tax relief and reclaim processes are performed in accordance with regulatory requirements with a focus on accuracy and timely execution of regulatory obligations
  • Understanding market changes and their impact on internal processes
  • Maintaining internal records and procedures to ensure all market and procedural changes are captured accurately
  • Identifying risks and handling resolutions
  • Creating and maintaining comprehensive project and process documentation

Required qualifications, capabilities and skills

  • Basic knowledge of dividend income and related tax
  • Strong team player and showcase multitasking and excellent communication skills
  • Ability to maintain accuracy with strict deadlines
  • Proficiency in MS Excel skills – e.g. pivot tables, analytics tools, etc.
  • Strong analytical and problem-solving skills

Preferred qualifications, capabilities and skills

  • Bachelor's/honours degree or equivalent desirable
  • Technical knowledge of international tax rules and regulations
  • Ability to develop innovative and creative solutions to complex issues 
  • Knowledge of Alteryx, PEGA, and other low code tools

  • Client Service Analyst

    5 days ago

    Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Full time £25,000 - £40,000 per year

    Join a team where your strategic mindset and drive for solutions shape the future of client service. You'll collaborate with talented professionals worldwide to deliver exceptional client reporting and support innovative transformation projects. Take charge of your growth as you build expertise in asset management and reporting. Your communication and...

  • Tax & Trusts Manager

    1 week ago

    Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £100,000 - £150,000 per year

    Are you a seasoned tax and trusts professional ready for a new challenge in a dynamic and client-focused legal environment? Lester Aldridge is seeking a highly skilled and motivated Tax and Trusts Manager to join our renowned Private Client team. If you are looking for high levels of autonomy in your role, this is a fantastic opportunity.Key...

  • Client Services Corporate Actions Analyst

    2 weeks ago

    Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time £65,000 - £130,000 per year

    Client Services Corporate Actions AnalystJP Morgan - Bournemouth - 12 months contract - ONSITE - PAYEWe are seeking an Client Services Corporate Actions Analyst to join JP Morgan in Bournemouth on an initial 12 months contract. This is an entry level role where we will consider candidates with strong transferable skills including excellent attention to...

  • Client Service Analyst

    7 days ago

    Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time £30,000 - £50,000 per year

    Description Do you enjoy partnering with a multitude of diverse groups, in a fast-paced environment? Are you looking to engage in a variety of initiatives promoting operational efficiency and client satisfaction? The Cash Equities Middle Office Client Services Team is looking for someone just like you.As a Client Service Analyst - EMEA Cash Equities Middle...

  • Private Client Associate

    1 week ago

    Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £40,000 - £80,000 per year

    Lester Aldridge is looking for a talented and experienced Associate or Senior Associate to join our busy and highly regarded Tax, Trusts and Wills team in our Bournemouth office. This is an excellent opportunity for a lawyer with 4+ years PQE to take the next step in their career within a forward-thinking and supportive firm on the South Coast.This is a...

  • Global Supplier Services Analyst

    1 week ago

    Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time £30,000 - £40,000 per year

    DescriptionAt JPMorgan Chase, you will have the chance to be part of an amazing development journey while contributing to support our customers' needs. Imagine working in a fast-paced environment where your attention to detail and problem-solving skills make a real impact. You will be part of a team that values continuous improvement and innovation. Your...

  • Client Onboarding and Service

    1 week ago

    Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Full time £35,000 - £55,000 per year

    Join our Global Client Support team and be the liaison between our French clients and internal operational groups. We leverage Artificial Intelligence to expedite inquiries, allowing you to focus on complex issues and deliver exceptional service. As a Client Service Analyst, you'll partner with CSAMs to provide a best-in-class experience, ensuring client...

  • Trading Services Analyst

    2 weeks ago

    Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Full time £30,000 - £60,000 per year

    Join our dynamic Agency Securities Finance (ASF) Collateral team as a Trading Services Analyst, ensuring efficient and accurate Collateral exposure management support. As a Trading Services Analyst within the Agency Securities Finance (ASF) Collateral team you will support the function for Exposure management on behalf of J.P. Morgan's ASF clients. You will...

  • Trade Lifecycle Analyst

    1 week ago

    Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time €30,000 - €60,000 per year

    DescriptionJoin us Explore equity settlements, resolve trade issues, and drive efficiency as a proactive Trading Services Analyst.As a Trade Lifecycle Analyst in the Broker Dealer Settlements, you'll be responsible for timely settlement of Equity transactions across Europe and MENA markets.Broker Dealer Settlements Team is responsible for monitoring all...

  • Trade Lifecycle Analyst

    1 week ago

    Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Full time €30,000 - €60,000 per year

    Join us Explore equity settlements, resolve trade issues, and drive efficiency as a proactive Trading Services Analyst.As a Trade Lifecycle Analyst in the Broker Dealer Settlements, you'll be responsible for timely settlement of Equity transactions across Europe and MENA markets.Broker Dealer Settlements Team is responsible for monitoring all Equity trade...