Client Tax Analyst

JPMorgan Chase & Co.; Christchurch; In loco; GBP 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in the United Kingdom seeks an Analyst in the Tax Client Service team to support multiple clients in relation to their Tax services.

You will collaborate with the Global Tax Operations team and act as the primary contact for tax inquiries, ensuring proactive resolution within standards. The role includes managing client relationships, contributing to service reviews, analysing root causes of recurring issues, and guiding on tax documentation and regulatory reporting, working

Competenze

• In-depth operational tax experience within financial services.
• Ability to analyse recurring issues and suggest improvements.
• Experience communicating with clients and solving problems under deadlines.

Mansioni

• 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 published standards.
• Manage client relationships proactively.
• Contribute to tax components of service reviews and client meetings.
• Analyse root causes of recurring issues and support service enhancements.
• Provide guidance on tax documentation and regulatory reporting.
• Collaborate with Sub Custodian network and Network Management Group.
• Identify and escalate tax risks as needed.
• Assist in client tax account reviews and ad-hoc projects across Tax Operations.

Conoscenze

Proactive communication

Client focus

Problem solving

Risk awareness

Formazione

Association of Taxation Technicians

Investment Operations Certificate (or equivalent)

Descrizione del lavoro

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.,

• 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 escape tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.

  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 Certificate or other industry related benchmark qualifications areas for enhancement.
• Identify and escape 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.

  J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.