Client Tax Analyst

JP Morgan Chase; Lower Blandford St Mary; On-site; GBP 45,000 - 65,000; Full time

Job summary

JP Morgan Chase is seeking a Tax Client Service Analyst to own client enquiries end-to-end and support the Tax Client Service team and Global Tax Operations in delivering accurate tax services.

You will serve as the primary contact for tax inquiries, collaborate across teams, review processes, identify risks, and assist in client tax account reviews and ad-hoc projects.

Qualifications

• Operational tax experience in financial services (global custody or investment banking).
• Proven communication and problem-solving examples with clients.
• Experience with risk awareness and control in financial services.
• Ability to discuss process improvements with clients clearly.
• Demonstrated problem-solving skills.
• Strong client focus.
• Experience delivering accurate work to tight deadlines.

Responsibilities

• Serve as the point of contact for tax enquiries to support client tax servicing needs.
• Proactively resolve client enquiries within published standards.
• Manage client relationships.
• Maintain high-quality responses to prevent case reopenings.
• Contribute to tax components of service reviews and client meetings.
• Analyze root causes via metrics to drive service enhancements.
• Provide guidance on tax documentation and regulatory reporting.
• Collaborate with Sub Custodian network and Network Management Group.
• Review operational tax processes for enhancements.
• Identify and elevate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across Tax Operations.

Skills

In-depth operational tax experience

Strong communication & problem solving

Risk awareness & operational control

Process improvement experience

Problem solving skills

Strong client focus

Ability to meet tight deadlines with 1

Education

Association of Taxation Technicians

Tools

AI-powered analytics

Workflow automation

Intelligent process 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.