About J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services
firm with assets of $2.1 trillion and operations in more than 60 countries.
The firm is a leader in investment banking, financial services for consumers,
small business and commercial banking, financial transaction processing, asset
management and private equity. A component of the Dow Jones Industrial
Average, J.P. Morgan Chase & Co. serves millions of consumers in the United
States and many of the world's most prominent corporate, institutional and
government clients under its J.P. Morgan and Chase brands. Information about
J.P. Morgan Chase & Co. is available at www.jpmorganchase.com
About J.P. Morgan Corporate & Investment Bank
J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across
banking, markets and investor services. The world's most important
corporations, governments and institutions entrust us with their business in
more than 100 countries. With $18 trillion of assets under custody and $393
billion in deposits, the Corporate & Investment Bank provides strategic
advice, raises capital, manages risk and extends liquidity in markets around
the world.
Business Overview: Client Tax Operations Utility
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 Description
The Client Service Representative team is a function within operational tax
that has been developed to provide an end to end, client tailored tax support
model for premier clients. The team focuses on proactive client facing tax
support, tax strategy and tax risk management whilst ensuring that J.P. Morgan
has a voice at market industry forums.
The Tax Client Service Representative will own support for several premier
clients and responsibilities include, but are not limited to:
* Centralised point of contact for all complex and technical tax issues to support our client's tax servicing needs
* Lead the Tax component of service reviews and other meetings with the client
* Provide technical input on any tax-related product or other change requests
* Leverage tax expertise to ensure that the clients interests are represented and understood throughout the business
* Have a deep understanding of the clients business, structure and tax strategy to ensure all entitled tax benefits are received in order to maximise tax efficiency, working closely with local tax authorities to expedite processing of reclaims and other matters on behalf of the client.
* Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
* Proactive translation of market newsflashes and monitoring of tax developments across all markets. Communicate specific impact / consequences in a concise, factual manner and provide support to the client through the change process.
* Proactive support and guidance on outstanding/expiring tax documentation
* Proactive oversight of tax reclaims and follow-up on aged and problematic items with global tax authorities
* Filing of pilot tax reclaims (new /emerging market reclaim opportunities) under specific authority from the client
* Assistance with the following, liaising with other J.P. Morgan operations team where necessary:
* New market entry / expansion
* Account / fund restructures
* Transitions
* Legal entity conversions
* Proactive support to ensure that clients receive a premier service regarding the following:
* Documentation
* Relief at Source
* Retrospective Reclaims
* Capital Gains Tax
* Financial Transaction Tax
* Tax Regulatory Reporting
* Represent J.P. Morgan on relevant Industry Associations and voice client concerns and interests. Communicate lobbying efforts conducted by J.P. Morgan with clients.
* Work with and contribute to Tax Steering Groups
* Continually review operational tax processes to identify areas for enhancement
* Identify tax risks and solution resolution
Qualifications:
These points have been carefully considered as being essential for the role.
Your background must accurately reflect all of these for your application to
be considered.
* You must have a relevant Degree qualified and/or equivalent work experience.
* You must be able to discuss experience of client service and relationship management communicating complex issues with internal and external stakeholders.
* You must be able to demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking.
* You will be able to give examples of your team management experience within a financial services environment where accuracy is of paramount importance and where there are multiple deadlines in a risk awareness environment.
* You will be able to give examples of your successful internal and external communication and problem solving experience.
* You will be able to give examples of your risk awareness and operational control experience within financial services.
* You will be able to discuss your process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients.
* You will be able to give examples of your problem solving skills and experiences
* You will have proven experience within an arena where accuracy is critical within strict deadlines.
Desirables:
* ATT qualified.
* IOC or other industry related benchmark qualification.
JPMorgan offers an exceptional benefits program and a highly competitive
compensation package.
JPMorgan is an Equal Opportunity Employer.
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.
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. In accordance with applicable law, we make reasonable accommodations for
applicants' and employees' religious practices and beliefs, as well as any
mental health or physical disability needs.