Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client tax associate

Bournemouth
Posted: 23 August
Offer description

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 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

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Client tax associate
Bournemouth
JPMorganChase
Similar job
Client tax associate
Bournemouth
Fairygodboss
Similar job
Client tax associate
Bournemouth
JPMorgan Chase & Co.
See more jobs
Similar jobs
jobs Bournemouth
jobs Dorset
jobs England
Home > Jobs > Client Tax Associate

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save