Job Description

If you are an experienced Client Tax Operations specialist interested in advancing your career in the biggest investment bank, then this role is for you!


As a Client Tax - Senior Associate in the Client Service Representative team, you will support several premier clients and your responsibilities will include acting as the main point of contact for clients' tax servicing needs, building strong business relationships, and ensuring clients' interests are well-represented and understood throughout the business. You will also be required to lead tax components in service reviews, provide input on tax-related changes, and develop a deep understanding of clients' business and tax strategies to maximize tax efficiency.


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. The Client Service Representative team is a function within operational tax that has been developed to provide an end to end, client tailored support model for premier clients. The team focuses on proactive client facing support, strategy and risk management whilst ensuring that J.P. Morgan has a voice at market industry forums.

Job responsibilities

Be a central point of contact to support our client's tax servicing needs, building effective business relationships with key personnel. Lead the Tax component of service reviews and other meetings with the client, provide input on any tax-related product or other change requests, ensure that the client's interests are represented and understood throughout the business. Develop a deep understanding of the client's business, structure, and tax strategy to ensure all entitled tax benefits are received 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. Proactively translate market newsflashes and monitor tax developments across all markets. Communicate specific impact/consequences in a concise, factual manner and provide support to the client through the change process. Provide proactive support and guidance on outstanding/expiring tax documentation, oversee tax reclaims proactively and follow up on aged and problematic items with global tax authorities. File pilot tax reclaims (new/emerging market reclaim opportunities) under specific authority from the client. Assist with the following, liaising with other J.P. Morgan operations teams where necessary: New market entry/expansion, Account/fund restructures, Transitions, Legal entity conversions. Provide 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 provide solution resolution.

Required qualifications, capabilities, and skills

Relevant degree qualification and/or equivalent work experience. Experience in client service and relationship management, with the ability to communicate complex issues with internal and external stakeholders. Team management experience within a financial services environment, emphasizing accuracy and managing multiple deadlines in a risk-aware setting. Successful internal and external communication and problem-solving experience. Risk awareness and operational control experience within financial services. Process improvement experience, with the ability to clearly articulate ideas, concepts, and procedural changes to clients. Proven problem-solving skills and experiences. Experience in environments where accuracy is critical within strict deadlines.

Preferred qualifications, capabilities, and skills

ATT qualified. IOC or other industry related benchmark qualification. * German language skills advantageous but not essential.