Join our Global Tax Operation team in this business-critical role supporting the Tax Relief At Source function across different markets for various lines of JP Morgan businesses. 

As a Client Tax Analyst within the Tax Operations Group, you will be responsible for maximising client's investments by facilitating effective tax relief at source on our client investment income from global tax authorities. This is a high-risk product with diverse market procedures, complex documentary requirements and client specific nuances. You will be required to use extensive internal communication with the global client service and relationship management teams, together with regular interaction with sub-custodians, global tax authorities and depositories.

Job responsibilities

Works to ensure that Tax documentation and certificates are solicited from our clients and local tax offices across the globe in partnership with the on-boarding and client service teamCompletes validation of tax documents and certificates received in accordance with JPMorgan and market level policiesCompletes lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax reliefPerforms regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global marketOpens client accounts in JPMorgan tax systemSets client trading defaults and instruction of stock movements to the appropriate tax rate accountsCompletes publication of reporting to the global client service and relationship management teamsAttends internal calls, providing status updates on market openings, fund launches & ensuring that regular metrics and milestones are providedMonitor & Maintain changes for a client based on notification of Tax changesLiaise with the client facing teams to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type

 

Required qualifications, capabilities, and skills

Strong administration and organisational skillsEnthusiastic and articulate team member, who possess good communication skillsHigh degree of accuracy and a good eye for detailStrong risk awareness