Are you experienced with tax documents and have strong communication skills? Then you found the right position for you! 

Join us as a Client Tax Associate within the Client Tax Operations Utility team, your primary responsibility will be to maximize the client experience and comply with tax regulations globally by facilitating the collection of valid client tax documentation, the application of withholding tax and refunds and the submission of regulatory reporting.  You will be required to complete consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology. Some teams within the department operate shifts, either on a fixed or rotating basis. Generally the core hours for this position are 9am-5pm, and there is a requirement for some overtime, weekend working and occasional shift work to meet business deadlines. The group is also expected to cover UK Bank Holidays to provide support for clients in overseas markets.

 

Job responsibilities

Complete validation of tax documents and certificates received in accordance with JPMorgan and market level policesOpen client accounts in JP Morgan tax system in partnership with sub custodian networkSet client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accountsComplete lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax reliefPerfore regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global marketProvide status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are providedEnsure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where requiredMonitor and maintain changes for a client based on notification of tax changesBuild relationships with all key contacts both internal & external

Act as an owner for specific MIS metrics and will be responsible for reporting to management team on a weekly basis

 

Required qualifications, capabilities, and skills

Strong administration and organisational skillsA flexible and analytical approach to problem solvingDemonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverablesProven risk awareness & ability to escalate and manage potential riskDemonstrate the ability to drive and progress the teamDemonstrate strong verbal & written communication skills