Staff
J.P. Morgan · Bournemouth, United Kingdom
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Own and resolve institutional client tax enquiries end to end and improve operational tax processes and controls.
Worth knowing: Preferably ATT qualified; global custody or investment banking tax experience required.
Company: Job title: Client Tax Analyst Location: BOURNEMOUTH, DORSET, United Kingdom Develop relationships with clients and internal teams and work to resolve Client Tax enquiries. We’re looking for a Tax Client Service Analyst to join our team—own client enquiries end-to-end and improve outcomes. As an Analyst within the Tax Client Service team, you will support multiple clients in relation to their Tax services. Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team. You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards. Your responsibilities also include managing client relationships, contributing to service reviews, and analysing root causes of recurring issues to enhance service. You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group. Continual review of operational tax processes to identify enhancement areas, identifying and escalating tax risks, and assisting in client tax account reviews and ad-hoc projects across the wider Tax Operations team will also be part of your role. Job responsibilities Serve as the point of contact for tax enquiries to support our client’s tax servicing needs. Take proactive responsibility for the resolution of client enquiries within the published standards. Manage client relationships proactively. Execute forward thinking to maintain response quality and completeness to prevent case reopening. Contribute to the tax component of service reviews and other meetings with the client. Analyse root causes of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures. Provide support and guidance on outstanding/expiring tax documentation, documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting. Ensure close collaboration with the Sub Custodian network and the internal Network Management Group. Continually review operational tax processes to identify areas for enhancement. Identify and escalate tax risks and participate in resolution. Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
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