Client Tax Operations Utility Analyst

Posting description

Are you interested in a dynamic function that requires consistent compliance and controls, enhancing response to regulatory and market changes, market changes and operational excellence in business processes and technology?

Job responsibilities:

• Validation of tax documents and certificates received in accordance with JPMorgan and market level polices.
• Opening client accounts in JP Morgan tax system in partnership with sub custodian network.
• Setting client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accounts.
• 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.
• Provide status updates supporting market account openings and client fund launches 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 and maintain changes for a client based on notification of tax changes.
• Relationship building with all key contacts both internal & external.
• In addition the incumbent will have ownership for specific MIS metrics and will be responsible for reporting to management team on a weekly basis.

Required qualifications, capabilities, and skills:

• Strong administration and organisational skills
• Strong communication and written 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
• Ability to work under pressure and to strict deadlines