Are you passionate about customer service and are able to work to tight deadlines? Then you found the right position for you!

As a Client Tax Analyst within the Tax Operations Group, you will be exposed to tasks which maximise client's investments by either facilitating effective tax relief at source on our client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, complex documentary requirements and client specific nuances. You will be involved in extensive internal communications with the global client service and relationship management teams, together with regular interaction with sub-custodians, global tax authorities and depositories. Some teams within the department operate shifts, either on a fixed or rotating basis. Generally the core hours for this position are 9am-5pm, and there is a requirement for some overtime, weekend working and occasional shift work to meet business deadlines. You will also be expected to cover UK Bank Holidays to provide support for clients in overseas markets.

Job responsibilities 

Ensure 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 teamValidate tax documents and certificates received in accordance with JPMorgan and market level policesPerform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global marketOpen client accounts in JPMorgan tax systemPublish reports to the global client service and relationship management teamsAttend internal conference calls to provide status updates on tax documentation requirements and lodgment of such documentation within each global market Ensure that regular metrics and milestones are providedEnsure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where requiredMonitor & maintain changes for a client based on notification of Tax changesLiaising with client facing colleagues to gather relevant tax documentation to obtain the maximum tax relief at source for relevant tax markets and client typesOwn specific MIS metrics and will be responsible for reporting to the supervisory and management team on a weekly basis

 

Required qualifications, capabilities, and skills

A high level of PC literacyDemonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverablesProven risk awareness & ability to escalate and manage potential riskDemonstrate the ability to work at an individual level & within a team environmentProvide examples around ability to work under pressureDemonstrate strong verbal & written communication skills