Client Tax Analyst

Posted 11 Minutes Ago
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Bournemouth, Dorset, England, GBR
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports tax relief-at-source and retrospective tax reclaim processes across EMEA markets. Responsibilities include reconciling income and tax records, obtaining documentation, submitting claims to tax authorities, maintaining procedures and records, monitoring regulatory changes, documenting processes, and resolving risks. Requires Excel proficiency, analytical skills, accuracy, communication, and basic dividend tax knowledge; international tax expertise and Alteryx or PEGA knowledge are preferred.
Summary Generated by Built In

Are you passionate about innovative solutions and have knowledge of income and tax documentation? Then you found the right team for you! 

As a Client Tax Analyst within the Global Tax Operation, you will be supporting the filing of tax reclaims across different markets for different lines of JP Morgan businesses. In this business-critical role, you will be responsible for the core processes of relief at source documentation and preparation and submission of retrospective tax reclaims to the Tax Authorities within EMEA. Global Tax Operations primary responsibility is to maximise client's investments by either facilitating effective tax relief at source on client investment income or retrospectively reclaiming taxes from global tax authorities.  This is a high-risk product with diverse market procedures, a significant change agenda and complex market/regulatory requirements.


Job responsibilities

  • Complete the reconciliation of income and tax to request agent vouchers and other ad hoc documents
  • Ascertaining all requests are appropriately captured and required documents are delivered on time
  • Ensuring all tax relief and reclaim processes are performed in accordance with regulatory requirements with a focus on accuracy and timely execution of regulatory obligations
  • Understanding market changes and their impact on internal processes
  • Maintenance of internal records and procedures to ensure all market and procedural changes are captured accurately
  • Complete the creation and maintenance of comprehensive project and process documentation
  • Identification of risks and handling resolutions 

Required qualifications, capabilities, and skills

  • Basic knowledge of dividend income and related tax
  • Strong team player and showcase multitasking and excellent communication skills
  • Ability to maintain accuracy with strict deadlines
  • Proficiency in MS excel skills – e.g. pivot tables, analytics tools, etc.
  • Strong analytical and problem-solving skills

Preferred qualifications, capabilities, and skills

  • Technical knowledge of International tax rules and regulations
  • Ability to develop innovative and creative solutions to complex issues 
  • Knowledge of Alteryx, PEGA, and other low code tools
About UsJ.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 TeamJ.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. 

Skills Required

  • Basic knowledge of dividend income and related tax
  • Strong teamwork, multitasking, and communication skills
  • Ability to maintain accuracy while meeting strict deadlines
  • Proficiency in Microsoft Excel, including pivot tables and analytics tools
  • Strong analytical and problem-solving skills
  • Technical knowledge of international tax rules and regulations
  • Ability to develop innovative and creative solutions to complex issues
  • Knowledge of Alteryx, PEGA, and other low-code tools

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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