Client Tax Analyst

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bournemouth is seeking an Analyst for their Tax Client Service team. The role involves managing client relationships, resolving tax inquiries, and analyzing service processes for enhancements. Candidates should have operational tax experience within financial services and strong communication skills, alongside preferred qualifications such as tax technician certifications. Competitive salary and career growth opportunities are offered.

Qualifications

• Must have in-depth operational tax experience in financial services.
• Provide examples of successful communication and problem-solving.
• Demonstrate risk awareness and operational control.

Responsibilities

• Serve as the primary contact for tax inquiries.
• Proactively resolve client enquiries.
• Manage client relationships effectively.

Skills

Operational tax experience

Communication skills

Problem-solving

Client focus

Attention to detail

Education

Association of Taxation Technicians qualification

Investment Operations Certificate or equivalent

Job description

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The Tax Client Service team is responsible for supporting clients in relation to their Tax Services.The role provides the opportunity to develop relationships with clients and internal teams as you work to resolve Client Tax enquiries.

As an Analyst within the Tax Client Service team, you will support multiple clients in relation to their Tax services. Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team. You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards. Your responsibilities also include managing client relationships, contributing to service reviews, and analyzing root causes of recurring issues to enhance service. You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group. Continual review of operational tax processes to identify enhancement areas, identifying and escalating tax risks, and assisting in client tax account reviews and ad-hoc projects across the wider Tax Operations team will also be part of your role.

Job responsibilities

• Serve as the point of contact for tax enquiries to support our client’s tax servicing needs.
• Take proactive responsibility for the resolution of client enquiries within the published standards.
• Manage client relationships proactively.
• Execute forward thinking to maintain response quality and completeness to prevent case reopening.
• Contribute to the tax component of service reviews and other meetings with the client.
• Analyze root causes of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures.
• Provide support and guidance on outstanding/expiring tax documentation, documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting.
• Ensure close collaboration with the Sub Custodian network and the internal Network Management Group.
• Continually review operational tax processes to identify areas for enhancement.
• Identify and escalate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.

Required qualifications, capabilities, and skills

• Must demonstrate in-depth operational tax experience within financial services, specifically in global custody or investment banking.
• Able to provide examples of successful internal and external communication and problem-solving experience.
• Capable of giving examples of risk awareness and operational control experience within financial services.
• Prepared to discuss process improvement experience, clearly articulating ideas, concepts, and procedural changes to clients.
• Able to provide examples of problem-solving skills and experiences.
• Demonstrate strong client focus.
• Proven experience in an arena where accuracy is critical within strict deadlines.

Preferred qualifications, capabilities, and skills

• Association of Taxation Technicians qualified
• Investment Operations Certificateor other industry related benchmark qualification