Client Tax Analyst

Full time
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JP Morgan
Banking, investment & finance
10,001+ employees
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Do you have strong organizational skills and are enthusiastic about client service delivery?

As a Client Tax Analyst within the Client Tax Operations Utility team, your primary responsibility is 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. You will be working within a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology. 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. The group is also expected to cover UK Bank Holidays to provide support for clients in overseas markets.

Job responsibilities

  • Validates 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 monitoring of client asset movements to the appropriate tax rate accounts
  • Lodgments 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 will be responsible for reporting to management team on a weekly basis

Required qualifications, capabilities, and skills

  • Strong administration and organisational skills
  • High degree of accuracy and a good eye for detail
  • Strong risk awareness
  • Business and customer focused
  • A flexible and analytical approach to problem solving
  • Ability to work under pressure and to strict deadlines
  • Proven skills in customer service
  • Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables
  • Proven risk awareness & ability to escalate and manage potential risk
  • Demonstrate strong verbal & written communication skills