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Do you have strong organizational skills and are enthusiastic about client service delivery?
As a Client Tax Associate within the Client Tax Operations Utility team, your primary responsibility is to maximize the client experience and ensure compliance with global tax regulations by facilitating the collection of valid client tax documentation, applying withholding tax and refunds, and submitting regulatory reports. This role requires consistent compliance, controls, responsiveness to regulatory and market changes, and operational excellence in our processes and technology. Some team members operate on fixed or rotating shifts, generally from 9am-5pm, with occasional overtime, weekend work, and coverage of UK Bank Holidays to support clients in overseas markets.
Job responsibilities
* Validate tax documents and certificates received according to JPMorgan and market policies
* Open client accounts in JP Morgan's tax system in collaboration with the sub-custodian network
* Set client trade settlement instructions and monitor asset movements to appropriate tax rate accounts
* Lodge tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
* Conduct regular reviews of clients to ensure correct tax treatment across markets
* Provide status updates on market account openings and client fund launches, including metrics and milestones
* Complete market documentation accurately, adhering to naming conventions, obtain sign-off, and arrange legalization if needed
* Monitor and update client tax change notifications
* Build and maintain relationships with key internal and external contacts
* Own specific MIS metrics and report to management weekly
Required qualifications, capabilities, and skills
* Strong administrative and organizational skills
* High accuracy and attention to detail
* Customer-focused with a business mindset
* Flexible and analytical problem-solving skills
* Ability to work under pressure and meet deadlines
* Effective at managing deadlines, prioritizing tasks, and owning deliverables
* Risk awareness with the ability to escalate and manage potential risks
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