Client Tax Operations - Relief at Source Manager

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Job Description

You will have the management responsibility, leading a team who have responsibility for ensuring that Tax documentation and certificates are solicited from our clients and local tax offices across the globe in partnership with the on-boarding and client service team.

Job responsibilities:

• Validation of tax documents and certificates received in accordance with JPMorgan and market level polices.
• Lodgment of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief.
• Setting of client trading defaults and instruction of stock movements to the appropriate tax rate accounts.
• Publication of reporting to the global client service and relationship management teams.
• Attending Internal Calls providing status updates on Market Openings, Fund Launches, Tax Calls & ensuring that regular metrics and milestones are provided.
• Relationship building with all key contacts both internal & external.
• Liaising with client facing teams to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type

Required qualifications, capabilities, and skills

• Strong administration and organisational skills
• Enthusiastic and articulate team member, who possess good communication skills
• Strong risk awareness
• Business and customer focused
• Proactive work ethic, innovative and self-motivated
• Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
• Demonstrate the ability to work at an individual level & within a team environment.

Some teams within the department operate shifts, either on a fixed or rotating basis. Generally the core hours for this position are 9am-5pm, and there is a requirement for some overtime, weekend working and occasional shift work to meet business deadlines. The group is also expected to cover UK Bank Holidays to provide support for clients in overseas markets.

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.

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.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.