Client Tax Support Associate

at JPMorgan Chase in Newark, Delaware, United States

Job Description

Job Description

The Tax Client Support team is responsible for supporting clients in relation to their Tax Services. The role provides the opportunity to develop relationships with clients as you assist them with their Tax Services.

The Tax Client Support team – Professional, will support multiple clients, working closely with the rest of the Tax Client Support team as well as with the Global Tax Operations team. Responsibilities include, but are not limited to:

+ Point of contact for tax enquiries to support our client’s tax servicing needs.

+ Taking proactive responsibility for the resolution of client’s enquiries within the published standards.

+ Pro-active management of client relationships.

+ Execute forward thinking to maintain response quality and completeness to prevent case reopening

+ Contribute to the tax component of service reviews and other meetings with the client

+ Analyze root-cause of recurring issues through regular review of metrics, and assist in developing programs for service enhancements arising from these figures

+ Support and guidance on

+ Outstanding/expiring tax documentation

+ Documentation

+ Relief at Source

+ Retrospective Reclaims

+ Capital Gains Tax

+ Financial Transaction Tax

+ Tax Regulatory Reporting

+ Ensure close collaboration with the Sub Custodian network and the internal Network Management Group

+ Continually review operational tax processes to identify areas for enhancement

+ Identify and escalate tax risks and participate in resolution

+ Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team


These points have been carefully considered as being essential for the role. Your background must accurately reflect all of these for your application to be considered.

+ You must be able to demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking.

+ You will be able to give examples of your successful internal and external communication and problem solving experience.

+ You will be able to give examples of your risk awareness and operational control experience within financial services.

+ You will be able to discuss your process improvement experience, where you clearly articulate ideas, concepts and procedural changes to clients.

+ You will be able to give examples of your problem solving skills and experiences

+ You will have proven experience within an arena where accuracy is critical within strict deadlines.

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 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be awarded in recognition of 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 provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC228757434

Posted On: Nov 17, 2022

Updated On: Feb 05, 2023

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