At a Glance
- Tasks: Manage client tax inquiries and enhance service outcomes through collaboration and analysis.
- Company: Join a leading financial services firm with a focus on innovation and client satisfaction.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Other info: Opportunity to work with cutting-edge technology and develop your career in finance.
- Why this job: Make a real impact by improving client experiences in the fast-paced world of tax services.
- Qualifications: In-depth operational tax experience and strong problem-solving skills required.
The predicted salary is between 40500 - 49500 £ per year.
We’re looking for a Tax Client Service Analyst to join our team—own client enquiries end-to‑end and improve outcomes.
As an Analyst within the Tax Client Service team, you will support multiple clients in relation to their Tax services.
Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team.
You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards.
Your responsibilities also include managing client relationships, contributing to service reviews, and analysing root causes of recurring issues to enhance service.
You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group.
Continual review of operational tax processes to identify enhancement areas, identifying and escalating tax risks, and assisting in client tax account reviews and ad-hoc projects across the wider Tax Operations team will also be part of your role.
- Job responsibilities
- Serve as the point of contact for tax enquiries to support our client’s tax servicing needs.
- Take proactive responsibility for the resolution of client enquiries within the published standards.
- Manage client relationships proactively.
- 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.
- Analyse root causes of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures.
- Provide support and guidance on outstanding/expiring tax documentation, documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and 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 elevate tax risks and participate in resolution.
- Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
- Required qualifications, capabilities, and skills
- Must demonstrate in-depth operational tax experience within financial services, specifically in global custody or investment banking.
- Able to provide examples of successful internal and external communication and problem solving experience.
- Capable of giving examples of risk awareness and operational control experience within financial services.
- Prepared to discuss process improvement experience, clearly articulating ideas, concepts, and procedural changes to clients.
- Able to provide examples of problem solving skills and experiences.
- Demonstrate strong client focus.
- Proven experience in an arena where accuracy is critical within strict deadlines.
- Preferred qualifications, capabilities, and skills
- Association of Taxation Technicians qualified.
- Investment Operations Certificateor other industry related benchmark qualifications areas for enhancement.
- Identify and elevate tax risks and participate in resolution.
- Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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Client Tax Analyst employer: JP Morgan Chase
Morgan is an exceptional employer, offering a dynamic work culture that prioritises diversity and inclusion while fostering employee growth through comprehensive coaching and development opportunities. As a global leader in financial services, we empower our teams to drive impactful product management and AI enablement, ensuring that every employee can contribute meaningfully to our clients' success in a collaborative environment located at the heart of the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Tax Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JP Morgan Chase. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Tax Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JP Morgan Chase.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JP Morgan Chase's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JP Morgan Chase
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JP Morgan Chase.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JP Morgan Chase will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JP Morgan Chase employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
