Client Tax Operations Associate - 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.
Review and verification of tax document updates and updates to client instructions.
Opening client accounts in JP Morgan tax system in partnership with sub custodian network.
Lodgement of tax certificates and declarations with subcustodians and depositories globally to facilitate tax relief.
Performing regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market.
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.
Liaising with client facing teams to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type

Required qualifications, capabilities, and skills:

Strong administration and organisational skills
High degree of accuracy and a good eye for detail
Strong risk awareness
A flexible and analytical approach to problem solving
Proven skills in customer service.
Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
Proven risk awareness & ability to escalate and manage potential risk.

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.