Client Tax Analyst

J.P. Morgan; Bournemouth; On-site; GBP 30,000 - 45,000; Full time

Job summary

J.P. Morgan is seeking an Analyst in its Tax Client Service team located in Bournemouth, UK. This role involves managing client inquiries in tax services, enhancing operational processes, and providing support on various tax documentation and regulatory reporting. The ideal candidate will possess strong operational tax experience and excellent client communication skills.

Qualifications

• In-depth operational tax experience within financial services, specifically in global custody or investment banking.
• Successful internal and external communication.
• Risk awareness and operational control experience.

Responsibilities

• Serve as the point of contact for tax inquiries.
• Manage client relationships proactively.
• Provide support on tax documentation and reporting.

Skills

Operational tax experience

Problem-solving skills

Risk awareness

Client focus

Education

Association of Taxation Technicians qualified

Investment Operations Certificate

Job description

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