The Client Tax Analyst supports tax relief functions, ensuring accurate tax documentation, facilitating tax certificates, and monitoring client accounts for tax treatment compliance.
Job Description
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
Required qualifications, capabilities, and skills
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.
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 team
- Completes validation of tax documents and certificates received in accordance with JPMorgan and market level policies
- Completes lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
- Performs regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
- Opens client accounts in JPMorgan tax system
- Sets client trading defaults and instruction of stock movements to the appropriate tax rate accounts
- Completes publication of reporting to the global client service and relationship management teams
- Attends internal calls, providing status updates on market openings, fund launches & ensuring that regular metrics and milestones are provided
- Monitor & Maintain changes for a client based on notification of Tax changes
- Liaise 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 skills
- Enthusiastic and articulate team member, who possess good communication skills
- High degree of accuracy and a good eye for detail
- Strong risk awareness
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.
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