As a Client Tax Analyst, ensure the accuracy of Tax Reclaim filings, process documentation, and enhance procedures while maintaining client relations and compliance.
Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As an Analyst within our Client Tax team, you will be responsible for ensuring the accuracy and timely completion of the Tax Reclaim filing process on behalf of clients. You will collaborate with UK partners to assemble necessary documentation and update core processing applications with transaction statuses. Your role will involve responding to inquiries from client-facing staff and sub-custodian queries, while maintaining 100% accuracy in processing daily deliverables. You will suggest improvements to enhance the process, work to strict deadlines, and assist with the development of new processes or controls. It will be your responsibility to raise and escalate issues, highlight risks and dependencies, and comply with set guidelines, procedures, rules, and regulations. Lastly, you will demonstrate strong client focus and relationship-building skills, acting as an escalation point for team and some cross-department issues.
Job responsibilities
Required qualifications, capabilities and skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 Team
J.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.
You are a strategic thinker passionate about driving solutions. You have found the right team
As an Analyst within our Client Tax team, you will be responsible for ensuring the accuracy and timely completion of the Tax Reclaim filing process on behalf of clients. You will collaborate with UK partners to assemble necessary documentation and update core processing applications with transaction statuses. Your role will involve responding to inquiries from client-facing staff and sub-custodian queries, while maintaining 100% accuracy in processing daily deliverables. You will suggest improvements to enhance the process, work to strict deadlines, and assist with the development of new processes or controls. It will be your responsibility to raise and escalate issues, highlight risks and dependencies, and comply with set guidelines, procedures, rules, and regulations. Lastly, you will demonstrate strong client focus and relationship-building skills, acting as an escalation point for team and some cross-department issues.
Job responsibilities
- Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of clients, within the stipulated window. Collaborate with partners in the UK to assemble supporting documentation requirements.
- Update the core processing applications with transaction statuses. Respond to inquiries from client-facing staff and sub-custodian queries.
- Maintain 100% accuracy in processing daily deliverables. Suggest continual improvements to enhance the process and reduce manual intervention.
- Work to strict and tight deadlines.
- Assist with the development of new processes or controls and ensure they are clearly documented and communicated.
- Raise and escalate issues, driving them through to resolution.
- Highlight risks and dependencies, presenting mitigation options.
- Comply with set guidelines, procedures, rules, and regulations; work as a team to achieve SLAs for the process and individual targets.
Required qualifications, capabilities and skills
- Bachelor's or Master's degree with accounting and taxation background with at least 3 years of experience.
- Demonstrate strong client focus
- Relationship-building skills across lines of business
- Acting as an escalation point for team and some cross-department issues.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 Team
J.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.
Top Skills
Core Processing Applications
Documentation
Tax Filing Process
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