Client Tax Operations Associate

Ready to shape the future of tax operations in a world-class financial institution? Join a team where your passion for client delivery and operational expertise, drives service excellence and innovation. 

As a Client Tax Operations Associate within the International Tax Operations team, you will be responsible for reviewing and maintaining tax rate data held in the Securities Services platform. You will investigate and resolve tax rate discrepancies, partnering with internal stakeholders and external vendors globally to support accurate withholding tax rate data and a well-controlled operating environment. You will act as first line quality reviewer, verifying work completed by Tax Analysts to ensure accuracy, completeness, and adherence to internal controls and SLAs. You will work closely with global Tax Operations teams and Product, Technology, Business Control and Compliance partners to ensure processes are consistently executed and responsive to regulatory and market changes. The role combines analytical problem-solving with disciplined risk management, a data-centric approach to monitoring and reporting, and the identification of opportunities to improve processes and reduce manual effort.

Job responsibilities

• Investigate and resolve tax rate discrepancies, coordinating timely resolution with relevant teams
• Maintain and validate Securities Services tax rate data with internal stakeholders and external vendors globally
• Perform quality checks, maintain procedures and supporting materials, and escalate risks to support consistent controls and audit readiness
• Analyse tax rate trends and own management reporting on discrepancies, risks and operational delivery
• Improve processes and support automation to reduce manual effort and increase accuracy
• Contribute to Operational Working Groups and change initiatives addressing regulatory and market developments
• Partner with Tax Products to expand tax rate coverage and support product enhancements

Required qualifications, capabilities, and skills

• Demonstrated experience performing quality review/peer review
• Strong analytical and problem-solving skills, with the ability to investigate data discrepancies and communicate clear findings
• A high degree of accuracy and attention to detail when reviewing and maintaining data
• The ability to interpret and apply procedures and controls consistently, with strong risk awareness and timely escalation of issues
• Strong organisational and time management skills, with the ability to prioritise multiple deliverables, meet deadlines and take ownership of outcomes
• Strong written and verbal communication skills and the ability to collaborate with internal stakeholders and external vendors
• An innovative mindset, with the ability to challenge existing processes and identify practical improvements
• A proactive, client & business focused approach, with the ability to work independently and contribute effectively within a team

Preferred qualifications, capabilities, and skills

• A tax or accounting background or qualification, with an understanding of international withholding tax practices and processes
• Experience performing quality or peer reviews in an operational environment
• Experience supporting process improvements, change initiatives and Intelligent Automation solutions
• Experience collaborating with cross-functional teams across multiple locations

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.
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.