Client Tax Analyst

J.P. Morgan; Bournemouth; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global financial services firm in Bournemouth is seeking a Client Tax Analyst to support their Tax Relief At Source function. You will be responsible for maximising client's investments by facilitating effective tax relief at source on investment income. The ideal candidate will possess strong administration skills, accuracy, and risk awareness. This is a high-risk product requiring complex documentation handling and interaction with global tax authorities.

Qualifications

• Strong administration and organisational skills required.
• Enthusiastic and articulate team member with good communication skills.
• High degree of accuracy and strong attention to detail necessary.
• Must possess strong risk awareness.

Responsibilities

• Ensure tax documentation is solicited from clients and tax offices globally.
• Validate tax documents and certificates per JPMorgan policies.
• Lodgement of tax certificates with sub-custodians globally.
• Perform reviews to ensure clients receive appropriate tax treatment.
• Open client accounts in JPMorgan's tax system.
• Set trading defaults and instructions for stock movements.
• Publish reporting to global client service teams.
• Provide internal status updates on market openings and fund launches.
• Monitor changes based on tax notifications.
• Liaise with client-facing teams for relevant tax documentation.

Skills

Strong administration and organisational skills

Good communication skills

High degree of accuracy

Strong risk awareness

Job description

Overview

Join our Global Tax Operation team in this business-critical role supporting the Tax Relief At Source function across different markets for various lines of JP Morgan businesses.

As a Client Tax Analyst within the Tax Operations Group, you will be responsible for maximising client's investments by facilitating effective tax relief at source on our client investment income from global tax authorities. This is a high-risk product with diverse market procedures, complex documentary requirements and client specific nuances. You will be required to use extensive internal communication with the global client service and relationship management teams, together with regular interaction with sub-custodians, global tax authorities and depositories.

Job responsibilities

• Works to 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
• Completes validation of tax documents and certificates received in accordance with JPMorgan and market level policies
• Completes lodgement of 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
• Opens client accounts in JPMorgan tax system
• Sets client trading defaults and instruction of stock movements to the appropriate tax rate accounts
• Completes publication of reporting to the global client service and relationship management teams
• Attends internal calls, providing status updates on market openings, fund launches & ensuring that regular metrics and milestones are provided
• Monitor & Maintain changes for a client based on notification of Tax changes
• Liaise with the client facing teams to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type

Required qualifications, capabilities, and skills

• Strong administration and organisational skills
• Enthusiastic and articulate team member, who possess good communication skills
• High degree of accuracy and a good eye for detail
• Strong risk awareness