Client Tax Analyst
Job Description
JPMorgan Chase
Job Responsibilities:
- Validation of tax documents and certificates received in accordance with JPMorgan and market level polices.
- Opening client accounts in JP Morgan tax system in partnership with sub custodian network.
- Setting client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accounts.
- Lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief.
- Provide status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided.
- Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where required.
- Monitor and maintain changes for a client based on notification of tax changes.
Required qualifications, capabilities, and skills:
- Strong administration and organisational skills
- High degree of accuracy and a good eye for detail
- A flexible and analytical approach to problem solving
- Ability to work under pressure and to strict deadlines
- Proven skills in customer service.
- Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
- Proven risk awareness & ability to escalate and manage potential risk.
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. This role requires a minimum of three days in the office, in line with JPMorgan hybrid working policy.
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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
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