As a Client Tax Associate, you'll validate tax documents, manage client accounts, ensure tax compliance, and communicate effectively with stakeholders.
Job Description
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
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.
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 polices
- Open client accounts in JP Morgan tax system in partnership with sub custodian network
- Set client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accounts
- Complete lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
- Perfore regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
- 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
- Build 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 skills
- A flexible and analytical approach to problem solving
- Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables
- Proven risk awareness & ability to escalate and manage potential risk
- Demonstrate the ability to drive and progress the team
- Demonstrate strong verbal & written communication 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.
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