Client Tax Operations Utility Analyst

JP Morgan

Location: Dorset

Job Type: Full time


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
You’ve got this!