Client Tax Associate II
J.P. Morgan
Are you passionate about building strong relationships and delivering exceptional service? As a Tax Client Service Representative in Global Tax Operations, you will be at the forefront of client engagement, providing tailored support to clients and helping them navigate complex international tax environments. This client-facing role offers you the opportunity to make a real impact by maximizing clients’ investments and ensuring their interests are represented across our business. Join us to drive positive change for our clients, and grow your expertise in a dynamic, high-profile area.
As a Tax Client Service Representative in Global Tax Operations, you help maximize our clients’ investments by facilitating effective tax relief and supporting retrospective tax reclaims. You join a team that provides tailored, end-to-end support for premier clients, focusing on proactive service, strategy, and risk management. Together, we navigate diverse market procedures and complex regulatory requirements, ensuring our clients’ interests are represented and their tax efficiency is maximized. You will have the opportunity to build strong relationships and contribute to industry forums, driving positive change for our clients and our business.
Job responsibilities
- Serve as a centralized point of contact to support clients’ tax servicing needs, building effective business relationships with key personnel
- Lead the tax component of service reviews and meetings with clients
- Provide input on tax-related product and change requests
- Represent and communicate clients’ interests across the business
- Develop a deep understanding of clients’ business, structure, and tax strategy to maximize tax efficiency
- Collaborate closely with the Sub Custodian network and internal Network Management Group
- Translate market newsflashes and monitor tax developments, communicating impacts and supporting clients through changes
- Provide proactive support and guidance on outstanding or expiring tax documentation
- Oversee tax reclaims and follow up on aged or problematic items with global tax authorities
- File pilot tax reclaims for new or emerging market opportunities under client authority
- Deliver premier service to clients in areas including documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting
Required qualifications, capabilities, and skills
- Degree qualified or equivalent work experience in a relevant field
- Experience in client service and relationship management, communicating complex issues with internal and external stakeholders
- Team management experience within financial services, demonstrating accuracy and risk awareness in deadline-driven environments
- Strong communication and problem-solving skills, with examples of successful internal and external collaboration
- Proven risk awareness and operational control experience within financial services
- Experience in process improvement, articulating ideas and procedural changes to clients
- Demonstrated problem-solving skills and experience
- Proven experience working with accuracy under strict deadlines
Preferred qualifications, capabilities and skills
- ATT qualification
- IOC or other industry-related benchmark qualification
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Global Tax Operations primary responsibility is to maximize client's investments by facilitating effective tax relief