Client Tax Analyst

JPMorganChase; Christchurch; On-site; GBP 40,000 - 60,000; Full time

Job summary

JP Morgan Chase is seeking a Tax Client Service Analyst to own client enquiries end-to-end and improve outcomes.

As part of the Tax Client Service team, you will support multiple clients in relation to their Tax services, ensuring proactive resolution and strong client relationships while collaborating with Global Tax Operations.

Qualifications

• Extensive operational tax experience within financial services.
• Proven ability to communicate clearly and solve problems for clients.
• Demonstrated risk awareness and strong internal controls.
• Ability to articulate process improvements to clients clearly.
• Proven track record of meeting tight deadlines.

Responsibilities

• Serve as the primary contact for tax enquiries to support client tax servicing needs.
• Take proactive responsibility for resolving client enquiries within published standards.
• Manage client relationships and maintain proactive communication.
• Contribute to tax components of service reviews and client meetings.
• Analyze root causes of recurring issues using metrics to drive enhancements.
• Guide on tax documentation, relief at source, and regulatory reporting.

Skills

Operational tax experience

Client focus

Problem solving

Risk awareness

Communication

Deadline driven

Education

Association of Taxation Technicians qualification

Investment Operations Certificate

Tools

AI analytics tools

Job description

We’re looking for a Tax Client Service Analyst to join our team—own client enquiries end-to‑end and improve outcomes.

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 analysing 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.
• Analyse 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 elevate 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 qualifications areas for enhancement.
• Identify and elevate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.