Are you interested in advancing your career in Global Tax Operations? Do you already have some experience and knowledge of dividend income and related tax? If so, this role is perfect for you!

As a Client Tax Utility - Client Tax Senior Associate within the Global Tax Operations team, 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 maximize 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

Reconcile income and tax to request agent vouchers and other ad hoc documentsAscertain that all requests are appropriately captured and required documents are delivered on timeEnsure all tax relief and reclaim processes are performed in accordance with regulatory requirements, focusing on accuracy and timely execution of regulatory obligationsUnderstand market changes and their impact on internal processesCoordinate team activities and ensure close collaboration with internal/external stakeholdersProactively analyze, support, and provide guidance on outstanding queries to all internal/external stakeholdersMaintain internal records and procedures to ensure all market and procedural changes are captured accuratelyIdentify risks and handle resolutionsCreate and maintain comprehensive project and process documentation

Required qualifications, capabilities, and skills

Basic knowledge of dividend income and related taxStrong team player and showcase multitasking and excellent communication skillsAbility to maintain accuracy with strict deadlinesProficiency in MS excel skills, knowledge of formulas, pivot table, and other advanced functions.Strong analytical and problem-solving skills

Preferred qualifications, capacities, and skills

Bachelor's/honours degree or equivalentTechnical knowledge of International tax rules and regulationsAbility to develop innovative and creative solutions to complex issues Knowledge of Alteryx, UIPath, and other low code tools