Client Tax Analyst - Bournemouth, United Kingdom - myGwork

Description

This inclusive employer is a member of myGwork - the largest global platform for the LGBTQ+ business community.

If you are passionate about being a part of the dynamic function that is requiring consistent compliance and controls, enhancing response to regulatory and market changes and operational excellence in our business processes and technology. Then this role is for you.

As a Client Tax Analyst in the Payment Operations, you will be responsible 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.

Job responsibilities

• Validates tax documents and certificates received in accordance with JPMorgan and market level polices
• Opens client accounts in JP Morgan tax system in partnership with sub custodian network
• Sets client trade settlement instructions and monitor client asset movements to the appropriate tax rate accounts
• Lodges tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
• Provides status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided
• Ensures accurate completion of market documentation with market naming conventions, obtains sign-off in line with the JP Morgan & Agent Policy. Arranges for legalisation where required
• Monitors and maintains changes for a client based on notification of tax changes
  Required qualifications, capabilities, and skills
  • Strong administration and organisational skills
  • High degree of accuracy and a good eye for detail
  • Flexible and analytical approach to problem solving
  • Ability to work under pressure and to strict deadlines
  • Proven skills in customer service
  • Demonstrates an ability to manage deadlines, prioritise tasks & take ownership of deliverables
  • Proven risk awareness & ability to escalate and manage potential risk