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 Associate 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
Skills Required
- Basic knowledge of dividend income and related tax
- Strong team player with multitasking and excellent communication skills
- Ability to maintain accuracy with strict deadlines
- Proficiency in Microsoft Excel (pivot tables, 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.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
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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