Description

Your new role sits within a growing team with international presence. 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.

As a Client Tax Operations Utility Analyst within the Tax Client Support team, you will be tasked with providing support to clients regarding their Tax Services. Your role will involve managing tax document capture and assisting clients with their Tax Services. Being a part of a small, newly established team, you will support multiple clients in the Australia and New Zealand region, collaborating closely with the Asia Pacific (APAC) Tax Operations team, the Global Tax Operations team, and other stakeholders.

Job responsibilities

• Deliver the Tax Service to support Australia and New Zealand Securities Services Custody business
• Act as the primary point of contact for tax documentation receipt to support our client's tax servicing needs
• Manage tax documentation and control including: onward distribution to internal teams of documents to ensure the efficient set-up within internal systems and document capture and upload
• Support on outstanding/expiring tax documentation including for Relief at Source, Retrospective Reclaims, Capital Gains Tax, Financial Transaction Tax, Tax Regulatory Reporting
• Act as a point of contact with the local Tax Offices in Australia and New Zealand
• Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
• Review operational tax processes to identify areas for enhancement continuously
• Identify and escalate tax risks and participate in resolution
• Assist with report generation of tax document status

Required qualifications, capabilities, and skills

• Experience working in financial sectors, accounting firms or other professional institutions
• Successful internal and external communication and problem-solving experience
• Risk awareness and operational control experience
• Process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients
• Self-driven and the ability to work autonomously
• Proven experience within an arena where accuracy is critical within strict deadlines

Preferred qualifications, capabilities, and skills

• Understanding of custodian business or have tax background
• Effective data management skills and desire to understand tax documentation systems

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. 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.

About the Team

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.