Client Tax Utility – Client Tax Senior Associate

Are you interested in advancing your career in Global Tax Operations? Do you already have some experience and knowledge of dividend income and related tax? If so, this role is perfect for you!

As a Client Tax Utility - Client Tax Senior Associate within the Global Tax Operations team, you will be supporting the filing of tax reclaims across different markets for different lines of JP Morgan businesses. In this business‑critical role, you will be responsible for the core processes of relief at source documentation and preparation and submission of retrospective tax reclaims to the Tax Authorities within EMEA.

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.

• Reconcile income and tax to request agent vouchers and other ad hoc documents
• Ascertain that all requests are appropriately captured and required documents are delivered on time
• Ensure all tax relief and reclaim processes are performed in accordance with regulatory requirements, focusing on accuracy and timely execution of regulatory obligations
• Understand market changes and their impact on internal processes
• Coordinate team activities and ensure close collaboration with internal/external stakeholders
• Proactively analyze, support, and provide guidance on outstanding queries to all internal/external stakeholders
• Maintain internal records and procedures to ensure all market and procedural changes are captured accurately
• Identify risks and handle resolutions

• Basic knowledge of dividend income and related tax
• Strong team player and showcase multitasking and excellent communication skills
• Ability to maintain accuracy with strict deadlines
• Proficiency in MS excel skills, knowledge of formulas, pivot table, and other advanced functions.
• Strong analytical and problem‑solving skills

• Bachelor's/honours degree or equivalent
• Technical knowledge of International tax rules and regulations
• Ability to develop innovative and creative solutions to complex issues
• Knowledge of Alteryx, UIPath, and other low code tools