Tri-Party & Margin Services Tax Client Service Analyst
Join our Tri-Party & Margin Services Tax Client Service team as an Analyst, where you'll have the opportunity to develop strong relationships with clients and internal teams. In this role, you'll support multiple clients with their Tax Services, ensuring proactive resolution of inquiries and contributing to service enhancements.
Job Summary:
As an Tri-Party & Margin Services Tax Client Service Analyst, within Tax Client Service team, you will support multiple clients in relation to their Tax Services. Collaborate closely with the Tax Client Service team and the Global Tax Operations team, serving as the primary contact for tax inquiries. Your responsibilities include managing client relationships, contributing to service reviews, analyzing root causes of recurring issues, and providing guidance on tax documentation and regulatory reporting.
Job Responsibilities:
- Serve as the primary point of contact for tax inquiries to support clients' tax servicing needs.
- Take proactive responsibility for resolving client inquiries within established standards.
- Manage client relationships proactively to ensure satisfaction and service quality.
- Execute forward-thinking strategies to maintain response quality and prevent case reopening.
- Contribute to the tax component of service reviews and client meetings.
- Analyze root causes of recurring issues and assist in developing service enhancement programs.
- Provide support and guidance on tax documentation, relief at source, reclaims, and regulatory reporting.
- Collaborate closely with the Sub Custodian network and the internal Network Management Group.
- Continually review operational tax processes to identify enhancement areas.
- 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.
Required Qualifications, Capabilities, and Skills:
- In-depth operational tax experience within financial services, specifically in global custody or investment banking.
- Proven experience in successful internal and external communication and problem-solving.
- Demonstrated risk awareness and operational control experience within financial services.
- Experience in process improvement, articulating ideas and procedural changes to clients.
- Strong client focus and ability to manage relationships effectively.
- Proven experience in environments where accuracy is critical within strict deadlines.
Preferred Qualifications, Capabilities, and Skills:
- Association of Taxation Technicians qualification.
- Investment Operations Certificate or other industry-related benchmark qualification.
- Experience in Collateral products.
ABOUT US
J.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.
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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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion