Tax Client Service - Analyst

Full time
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JP Morgan
Banking, investment & finance
10,001+ employees
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Are you looking to develop a role in tax client service? Then this role is for you.

As a Tax Client Service - Analyst in the Tax Client Service team, you will be a point of contact for tax enquiries to support our client’s tax servicing needs, working closely with the rest of the Tax Client Operational teams.

Job responsibilities

  • Takes proactive responsibility for the resolution of client’s enquiries within the published standards
  • Performs proactive management of client relationships
  • Executes forward thinking to maintain response quality and completeness to prevent case reopening
  • Contributes to the tax component of service reviews and other meetings with the client
  • Analyses root-cause of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures
  • Supports and provides guidance on outstanding/expiring tax documentation, documentation, relief at Source, retrospective Reclaims, Capital Gains Tax, Financial Transaction Tax, Tax Regulatory Reporting
  • Ensures close collaboration with the Sub Custodian network and the internal Network Management Group
  • Performs continually review operational tax processes to identify areas for enhancement
  • Identifies and escalates tax risks and participate in resolution
  • Assists in client tax account reviews and ad-hoc projects across the wider Tax Operations team

Required qualifications, capabilities, and skills

  • Ability to demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking
  • Ability to give examples of your successful internal and external communication and problem solving experience
  • Ability to give examples of your risk awareness and operational control experience within financial services
  • Ability to discuss your process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients
  • Ability to give examples of your problem solving skills and experiences
  • Proven experience within an arena where accuracy is critical within strict deadlines

Preferred qualifications, capabilities, and skills

  • ATT qualified
  • IOC or other industry related benchmark qualification