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Client tax associate

Bournemouth
Fairygodboss
Posted: 27 August
Offer description

Why you should apply for a job to JPMorgan Chase:

61% say women are treated fairly and equally to men

77% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.


Position summary

The group is responsible for managing business deadlines and supporting clients in overseas markets, including covering UK Bank Holidays.


Job responsibilities

* Complete validation of tax documents and certificates received in accordance with JPMorgan and market-level policies.
* Open client accounts in JP Morgan tax system in partnership with the sub-custodian network.
* Set client trade settlement instructions and monitor 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.
* Perform 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 regular metrics and milestones are provided.
* Ensure accurate completion of market documentation with proper naming conventions, obtain sign-off in line with the JPMorgan & Agent Policy, and arrange legalization where required.
* Monitor and implement changes for clients based on notifications of tax changes.
* Build relationships with key internal and external contacts.
* Act as an owner for specific MIS metrics and report to management weekly.


Required qualifications, capabilities, and skills

* Strong administration and organizational skills.
* A flexible and analytical approach to problem-solving.
* Ability to manage deadlines, prioritize tasks, and take ownership of deliverables.
* Proven risk awareness and ability to escalate and manage potential risks.
* Ability to drive and progress the team.


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 approach focuses on building trusted, long-term partnerships to help clients achieve their objectives. We value diversity and inclusion and are an equal opportunity employer.


About the team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments, serving clients in over 100 countries with strategic advice, capital raising, risk management, and liquidity extension.

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