The Tax Client Service Analyst manages client tax inquiries, relationship building, service reviews, and operational tax process improvements while collaborating with different teams.
Job Description
The Tax Client Service team is responsible for supporting clients in relation to their Tax Services. The role provides the opportunity to develop relationships with clients as you assist them with their Tax Services.
As an Analyst within the Tax Client Service team, you will primarily support a key client based in Germany, while also assisting with multiple other clients. Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team. You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards. Your responsibilities also include managing client relationships, contributing to service reviews, and analyzing root causes of recurring issues to enhance service. You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group. Continual review of operational tax processes to identify enhancement areas, identifying and escalating tax risks, and assisting in client tax account reviews and ad-hoc projects across the wider Tax Operations team will also be part of your role.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred 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.
The Tax Client Service team is responsible for supporting clients in relation to their Tax Services. The role provides the opportunity to develop relationships with clients as you assist them with their Tax Services.
As an Analyst within the Tax Client Service team, you will primarily support a key client based in Germany, while also assisting with multiple other clients. Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team. You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards. Your responsibilities also include managing client relationships, contributing to service reviews, and analyzing root causes of recurring issues to enhance service. You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group. Continual review of operational tax processes to identify enhancement areas, identifying and escalating tax risks, and assisting in client tax account reviews and ad-hoc projects across the wider Tax Operations team will also be part of your role.
Job responsibilities
- Serve as the point of contact for tax enquiries to support our client's tax servicing needs.
- Take proactive responsibility for the resolution of client enquiries within the published standards.
- Manage client relationships proactively.
- Execute forward thinking to maintain response quality and completeness to prevent case reopening.
- Contribute to the tax component of service reviews and other meetings with the client.
- Analyze root causes of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures.
- Provide support and guidance on outstanding/expiring tax documentation, documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting.
- Ensure close collaboration with the Sub Custodian network and the internal Network Management Group.
- Continually review operational tax processes to identify areas for enhancement.
- Identify and escalate tax risks and participate in resolution.
- Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
Required qualifications, capabilities, and skills
- Must demonstrate in-depth operational tax experience within financial services, specifically in global custody or investment banking.
- Able to provide examples of successful internal and external communication and problem-solving experience.
- Capable of giving examples of risk awareness and operational control experience within financial services.
- Prepared to discuss process improvement experience, clearly articulating ideas, concepts, and procedural changes to clients.
- Able to provide examples of problem-solving skills and experiences.
- Demonstrate strong client focus.
- Proven experience in an arena where accuracy is critical within strict deadlines.
Preferred qualifications, capabilities, and skills
- Association of Taxation Technicians qualified
- Investment Operations Certificate or other industry related benchmark qualification
- German language skills would be advantageous
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.
Top Skills
None Specified
Similar Jobs at JPMorganChase
18 Days Ago
Financial Services
As an Associate in FIG Debt Capital Markets, you will engage in client activities, manage relationships, and support transaction executions while collaborating across teams to secure new business.
Top Skills:
BloombergExcelPowerPoint
Financial Services
Manage and control daily FX product workflows, oversee team capacity and training, ensure processing is completed, and contribute to strategic product development.
Financial Services
As a Vice President in Wholesale Credit Risk, you'll analyze creditworthiness, negotiate transactions, manage a credit risk portfolio, and mentor junior team members.
Top Skills:
Credit Risk ManagementDerivativesFinancial ServicesSecured LoansTradeTreasury ProductsUnsecured Loans
What you need to know about the Edinburgh Tech Scene
From traditional pubs and centuries-old universities to sleek shopping malls and glass-paneled office buildings, Edinburgh's architecture reflects its unique blend of history and modernity. But the fusion of past and future isn't just visible in its buildings; it's also shaping the city's economy. Named the United Kingdom's leading technology ecosystem outside of London, Edinburgh plays host to major global companies like Apple and Adobe, as well as a growing number of innovative startups in fields like cybersecurity, finance and healthcare.
