Global Tax Operations- Tax Specialist Transaction Processing Manager- Associate

Job Type:Full Time

Job Description

The Client-Aligned Tax Specialist team is a new and expanding function and has been developed to provide an end to end, client tailored tax support model for premier clients.

The Client-Aligned Tax Specialist – Associate will own support for several Top Tier clients and responsibilities include, but are not limited to:

  • Centralised point of contact for all complex and technical tax issues to support our client’s tax servicing needs

  • Participate in the tax component of service reviews and other meetings with the client

  • Provide technical input on any tax-related product or other change requests

  • Ensure that the clients interests are represented and understood throughout the business

  • Have a deep understanding of the clients business, structure and tax strategy to ensure all entitled tax benefits are received in order to maximise tax efficiency, working closely with local tax authorities to expedite processing of reclaims and other matters on behalf of the client.

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

  • Proactive translation of market newsflashes and monitoring of tax developments across all markets.

  • Proactive support and guidance on outstanding/expiring tax documentation

  • Proactive oversight of tax reclaims and follow-up on aged and problematic items with global tax authorities

  • Filing of pilot tax reclaims (new /emerging market reclaim opportunities) under specific authority from the client

  • Assistance with the following, liaising with other J.P. Morgan operations team where necessary:

    • New market entry / expansion
    • Account / fund restructures
    • Transitions
    • Legal entity conversions
  • Proactive support to ensure that clients receive a premier service regarding the following:

    • Documentation
    • Relief at Source
    • Retrospective Reclaims
    • Capital Gains Tax
    • Financial Transaction Tax
    • Tax Regulatory Reporting
  • Participate on relevant Industry Associations and voice client concerns and interests. Communicate lobbying efforts conducted by J.P. Morgan with clients.

  • Continually review operational tax processes to identify areas for enhancement

  • Identify tax risks and assist with resolution

In order to assist with tax specific knowledge development, prior to the on-boarding of the premier clients, the successful applicant will be required to complete some training with the wider Taxation Operations Teams. This training will include the co-ordination of specific tax projects from inception to completion.


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 have a relevant Degree qualified and/or equivalent work experience.

  • You must be able to discuss experience of client service, communicating complex issues with internal and external stakeholders.

  • 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 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.

  • 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.


  • ATT qualified.
  • IOC or other industry related benchmark qualification.