Client Tax Operations Utility - Analyst

JP Morgan

Location: Dorset

Job Type: Full time


Are you looking for a dynamic role related to compliance and controls? Then join our team.

As a Client Tax Operations Utility - Analyst in the Tax Core Operations team, you will have the primary responsibility 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. This is a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology.

Job responsibilities

  • Validaties tax documents and certificates received in accordance with JPMorgan and market level polices
  • Opens client accounts in JP Morgan tax system in partnership with sub custodian network
  • Sets client trade settlement instructions and monitors client asset movements to the appropriate tax rate accounts
  • Lodges tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
  • Performs regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
  • Provides status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided
  • Ensures 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
  • Monitors and maintains changes for a client based on notification of tax changes
  • Builds relationships with all key contacts both internal & external
  • Owns specific MIS metrics and is responsible for reporting to management team on a weekly basis

Required qualifications, capabilities, and skills

  • Strong administration and organisational skills
  • Enthusiastic and articulate team leader, who possess good communication skills
  • High degree of accuracy and a good eye for detail and a strong risk awareness
  • Business and customer focused
  • Proactive work ethic, innovative and self-motivated
  • A flexible and analytical approach to problem solving
  • Proven skills in customer service
  • Demonstrate an ability to manage and meet strict deadlines, prioritise tasks & take ownership of deliverables
  • Proven risk awareness & ability to escalate and manage potential risk
  • Demonstrate the ability to drive and progress the team
  • Demonstrate strong verbal & written communication skills and a high level of PC literacy