Client Tax Analyst - Markets Business

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

Job summary

A global financial services leader is seeking a Client Tax Analyst in Bournemouth. This role involves tax documentation and compliance, requiring strong analytical skills and attention to detail. The ideal candidate will possess a bachelor's degree and proficiency in MS Excel. This position is essential in supporting tax reclaims across markets within EMEA.

Qualifications

• Basic knowledge of dividend income and related tax.
• Proficiency in MS Excel including pivot tables and analytics tools.
• Strong analytical and problem-solving skills.

Responsibilities

• Reconciling Income and tax to request agent vouchers.
• Ensuring all tax relief and reclaim processes are performed accurately.
• Maintaining internal records and procedures.

Skills

Dividend income knowledge

Multitasking

Communication skills

MS Excel proficiency

Analytical skills

Education

Bachelor's/honours degree or equivalent

Tools

Alteryx

PEGA

Job description

Overview

Join our Global Tax Operation team in this business-critical role supporting the filing of tax reclaims across different markets for various lines of JP Morgan businesses. As a Client Tax Analyst - Markets Business in the Global Tax Operation team, you will be responsible for the core processes of relief at source documentation and preparation and submission of retrospective tax reclaims to the Tax Authorities within EMEA. You will work closely with the different desks, middle office, settlements, Finance and Corporate Tax teams located across multiple locations.

Responsibilities

• Reconciling Income and tax to request agent vouchers and other ad hoc documents
• Ascertaining all requests are appropriately captured and required documents are delivered on time
• Ensuring all tax relief and reclaim processes are performed in accordance with regulatory requirements with a focus on accuracy and timely execution of regulatory obligations
• Understanding market changes and their impact on internal processes
• Maintaining internal records and procedures to ensure all market and procedural changes are captured accurately
• Identifying risks and handling resolutions
• Creating and maintaining comprehensive project and process documentation

Required qualifications, capabilities and skills

• Basic knowledge of dividend income and related tax
• Strong team player and showcase multitasking and excellent communication skills
• Ability to maintain accuracy with strict deadlines
• Proficiency in MS Excel skills - e.g. pivot tables, analytics tools, etc.
• Strong analytical and problem-solving skills

Preferred qualifications, capabilities and skills

• Bachelor's/honours degree or equivalent desirable
• Technical knowledge of international tax rules and regulations
• Ability to develop innovative and creative solutions to complex issues
• Knowledge of Alteryx, PEGA, and other low code tools

About Us

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

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.