Tax Client Representative Associate

Join the Global Tax Operations team where the primary responsibility is to maximize client's investments from global tax authorities. You have found the right team!

As a Tax Client Representative Associate within the Client Tax Operations Utility team, you will serve as the central point of contact for our clients' tax servicing needs. Your role will involve building strong business relationships with key personnel and ensuring that the clients' interests are well-represented and understood across the business. Additionally, you will assist in coordinating with other J.P. Morgan operations teams as needed, particularly in areas such as new market entry/expansion, account/fund restructures, transitions, and legal entity conversions.

Job responsibilities 

• Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
• Translate market newsflashes and monitoring of tax developments across all markets and communicate specific impact / consequences in a concise, factual manner and provide support to the client through the change process
• Represent J.P. Morgan on relevant Industry Associations and voice client concerns and interests as well as communicate lobbying efforts conducted by J.P. Morgan with clients
• Support and guidance on outstanding/expiring tax documentation 
• Develop a deep understanding of the client’s business, structure, and tax strategy to ensure all entitled tax benefits are received to maximize tax efficiency
• Work closely with local tax authorities to expedite processing of reclaims and other matters on behalf of the client
• Supervise tax reclaims 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
• Review operational tax processes to identify areas for enhancement
• Identify tax risks and solution resolution

Required qualifications, capabilities, and skills

• 3 years of experience and a relevant degree 
• Client service and relationship management communicating complex issues with internal and external stakeholders
• 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
• Enhanced communication skills with successful internal and external communication 
• Risk awareness and operational control experience within financial services
• Excellent process improvement experience, where you clearly articulate ideas, concepts, and procedural changes to clients 
• High-level problem-solving skills, with proven experience within an arena where accuracy is critical within strict deadlines

Preferred qualifications, capabilities, and skills

• Association of Taxation Technicians (ATT) qualified 
• Investment Operations Certificate (IOC)
• Industry related benchmark qualification

Work schedule

• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

 This position is not eligible for H1B or Sponsorship

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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