Client Tax Analyst

1 month ago


Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

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 Lodges tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief Performs reconciliations of JP Morgan refundable tax eligible positions in partnership with sub custodian network Provides status updates supporting market accounts ensuring that regular metrics and milestones are provided Ensures accurate completion Tax Authorities queries and provision of additional information as requested Monitors and implements changes relevant to market conditions and legislation

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 Good knowledge and use of Microsoft Office applications and experience using various systems and platforms 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
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