Client Tax Associate in Bournemouth

Client Tax Associate in Bournemouth

Bournemouth Full-Time 35000 - 45000 £ / year (est.) No working from home possible
JPMorganChase

At a Glance

  • Tasks: Support tax reclaims and ensure compliance with regulatory requirements.
  • Company: Join JP Morgan's Global Tax Operations team, a leader in innovative financial solutions.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Other info: Exciting opportunities for growth in a fast-paced, collaborative setting.
  • Why this job: Make a real impact by maximising client investments through effective tax strategies.
  • Qualifications: Basic knowledge of tax, strong communication skills, and proficiency in MS Excel.

The predicted salary is between 35000 - 45000 £ per year.

Are you passionate about innovative solutions and have knowledge of income and tax documentation? Then you found the right team for you! As a Client Tax Associate within the Global Tax Operation, 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 maximise clients' 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.

Job responsibilities:

  • Complete the reconciliation of income and tax to request agent vouchers and other ad hoc documents.
  • Ascertaining all requests are appropriately captured and required documents are delivered on time.
  • Ensuring all tax relief and reclaim processes are performed in accordance with regulatory requirements with a focus on accuracy and timely execution of regulatory obligations.
  • Understanding market changes and their impact on internal processes.
  • Maintenance of internal records and procedures to ensure all market and procedural changes are captured accurately.
  • Complete the creation and maintenance of comprehensive project and process documentation.
  • Identification of risks and handling resolutions.

Required qualifications, capabilities, and skills:

  • 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 – e.g. pivot tables, analytics tools, etc.
  • Strong analytical and problem-solving skills.

Preferred qualifications, capabilities, and skills:

  • Technical knowledge of International tax rules and regulations.
  • Ability to develop innovative and creative solutions to complex issues.
  • Knowledge of Alteryx, PEGA, and other low code tools.

Client Tax Associate in Bournemouth employer: JPMorganChase

JPMorganChase is an exceptional employer, offering a dynamic work environment in Greater London where innovation thrives. With a strong commitment to diversity and inclusion, employees benefit from collaborative agile teams, extensive professional development opportunities, and the chance to work on cutting-edge technology products that shape the future of finance. Join us to be part of a culture that values your contributions and supports your growth.

JPMorganChase

Contact Details:

JPMorganChase Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Tax Associate in Bournemouth

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.

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We think you need these skills to ace Client Tax Associate in Bournemouth

Knowledge of income and tax documentation
Tax reclaim processes
Regulatory compliance
Reconciliation of income and tax
Document management
Project and process documentation
Risk identification and resolution

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 JPMorganChase.

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 JPMorganChase'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 JPMorganChase

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 JPMorganChase.

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 JPMorganChase 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 JPMorganChase 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.