Client Tax Analyst

TN United Kingdom; Bournemouth; On-site; GBP 30,000 - 50,000; Full time

Job description

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Are you passionate about customer service and are able to work to tight deadlines? Then you found the right position for you!

As a Client Tax Analyst within the Tax Operations Group, you will be exposed to tasks which maximise client's investments by either facilitating effective tax relief at source on our client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, complex documentary requirements and client specific nuances. You will be involved in extensive internal communications with the global client service and relationship management teams, together with regular interaction with sub-custodians, global tax authorities and depositories. 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. You will also be expected to cover UK Bank Holidays to provide support for clients in overseas markets.

Job Responsibilities

• Ensure that Tax documentation and certificates are solicited from our clients and local tax offices across the globe in partnership with the on-boarding and client service team.
• Validate tax documents and certificates received in accordance with JPMorgan and market level policies.
• Perform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market.
• Open client accounts in JPMorgan tax system.
• Publish reports to the global client service and relationship management teams.
• Attend internal conference calls to provide status updates on tax documentation requirements and lodgment of such documentation within each global market.
• Ensure 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 & maintain changes for a client based on notification of Tax changes.
• Liaising with client-facing colleagues to gather relevant tax documentation to obtain the maximum tax relief at source for relevant tax markets and client types.
• Own specific MIS metrics and will be responsible for reporting to the supervisory and management team on a weekly basis.

Required Qualifications, Capabilities, and Skills

• A high level of PC literacy.
• Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
• Proven risk awareness & ability to escalate and manage potential risk.
• Demonstrate the ability to work at an individual level & within a team environment.
• Provide examples around ability to work under pressure.