Client Tax Operations Team Lead - Bournemouth, United Kingdom - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Bournemouth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities:

Validation of tax documents and certificates received in accordance with JPMorgan and market level polices.
Setting client trading instructions and monitoring of client asset movements to the appropriate tax rate accounts.
Lodgement of tax certificates and declarations with subcustodians and depositories globally to facilitate tax relief.
Provide status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided.
Ensure accurate completion of market documentation with market naming conventions, obtain signoff in line with the JP Morgan & Agent Policy. Arrange for legalisation where required.
Relationship building with all key contacts both internal & external.
In addition the incumbent will have ownership for specific MIS metrics and will be responsible for reporting to management team on a weekly basis.

Required qualifications, capabilities, and skills:

Enthusiastic and articulate team leader, who possess good communication skills
Strong risk awareness
Proactive work ethic, innovative and selfmotivated
A flexible and analytical approach to problem solving
Ability to work to strict deadlines
Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
Demonstrate the ability to drive and progress the team

Some teams within the department operate shifts, either on a fixed or rotating basis.

Generally the core hours for this position are 9am-5pm, and there is a requirement for some overtime, weekend working and occasional shift work to meet business deadlines.

The group is also expected to cover UK Bank Holidays to provide support for clients in overseas markets.
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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.