Tax Client Service - Analyst

JPMorgan Chase & Co.

Tax Client Service - Analyst

Salary Not Specified

JPMorgan Chase & Co., East Cliff, Bournemouth

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 17 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: c441ee3a47364783a5bc55d55d9655bd

Full Job Description

As a Tax Client Service - Analyst in the Tax Client Service team, you will be a point of contact for tax enquiries to support our client's tax servicing needs, working closely with the rest of the Tax Client Operational teams.,

  • Takes proactive responsibility for the resolution of client's enquiries within the published standards

  • Performs proactive management of client relationships

  • Executes forward thinking to maintain response quality and completeness to prevent case reopening

  • Contributes to the tax component of service reviews and other meetings with the client

  • Analyses root-cause of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures

  • Supports and provides guidance on outstanding/expiring tax documentation, documentation, relief at Source, retrospective Reclaims, Capital Gains Tax, Financial Transaction Tax, Tax Regulatory Reporting

  • Ensures close collaboration with the Sub Custodian network and the internal Network Management Group

  • Performs continually review operational tax processes to identify areas for enhancement

  • Identifies and escalates tax risks and participate in resolution

  • Assists in client tax account reviews and ad-hoc projects across the wider Tax Operations team

    Ability to demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking

  • Ability to give examples of your successful internal and external communication and problem solving experience

  • Ability to give examples of your risk awareness and operational control experience within financial services

  • Ability to discuss your process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients

  • Ability to give examples of your problem solving skills and experiences

  • Proven experience within an arena where accuracy is critical within strict deadlines


  • Preferred qualifications, capabilities, and skills
  • ATT qualified

  • IOC or other industry related benchmark qualification

    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.

    The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

    Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.