Tax Client Success Analyst

Aumni; New York (NY); Presencial; GBP 40 000 - 70 000; Tempo integral

Resumo da oferta

J.P. Morgan is seeking a Tax Client Service Analyst in the United Kingdom to own client enquiries end-to-end and support multiple tax clients.

You will collaborate with the Tax Client Service team and Global Tax Operations to resolve issues proactively, manage client relationships, and contribute to service reviews. In this role you will analyse root causes of recurring issues, provide guidance on tax documentation and reporting, and work with the Sub Custodian network and Network Management

Qualificações

• In-depth operational tax experience within financial services, especially global custody or investment banking.

Responsabilidades

• Serve as the point of contact for tax enquiries to support client’s tax servicing needs.
• Take proactive responsibility for the resolution of client enquiries within published standards.
• Manage client relationships proactively.
• Execute forward thinking to maintain response quality and prevent case reopening.
• Contribute to the tax component of service reviews and meetings with the client.
• Analyze root causes of recurring issues through metrics review and assist in service enhancements.
• Provide guidance on tax documentation and regulatory reporting, including relief at source and capital gains tax.
• Collaborate with the Sub Custodian network and Network Management Group.
• Review operational tax processes for enhancements.
• Identify and escalate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the Tax Operations team.

Conhecimentos

Operational tax experience

Communication skills

Risk awareness

Process improvement

Problem solving

Client focus

Accuracy under deadlines

Descrição da oferta de emprego

J.P. Morgan is seeking a Tax Client Service Analyst in the United Kingdom to own client enquiries end-to-end and support multiple tax clients.

You will collaborate with the Tax Client Service team and Global Tax Operations to resolve issues proactively, manage client relationships, and contribute to service reviews. In this role you will analyse root causes of recurring issues, provide guidance on tax documentation and reporting, and work with the Sub Custodian network and Network Management