Tax Operations Administrator

Bournemouth, United Kingdom

Job Description


Tax Operations Administrator We are seeking a number of entry level candidates with Administrator skills such as scanning, processing, indexing and Excel skills to join JP Morgan in Bournemouth on an initial 6 months contract. You should also have excellent analytical skills, attention to detail and good communications skills. We will also consider recent school leavers and graduates. Key Responsibilities: You will be part of a team who have responsibility for the following:

  • Ensuring that Tax documentation and certificates are solicited from our clients and local tax offices across the globe in partnership with the on-boarding and client service team
  • Validation of tax documents and certificates received in accordance with JPMorgan and market level polices
  • Lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
  • Performing regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
  • Opening client accounts in JPMorgan tax system
  • Setting of client trading defaults and instruction of stock movements to the appropriate tax rate accounts
  • Review and verification of other team members work
  • Publication of reporting to the global client service and relationship management teams
  • Attending Client Conference Calls providing status updates on Market Openings, Fund Launches, Tax Calls & ensuring that regular metrics and milestones are provided.
  • Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where required.
  • Monitor & Maintain changes for a client based on notification of Tax changes.
  • Relationship building with all key contacts both internal & external.
  • Liaising with the client to gather the relevant tax documentation to obtain the maximum relief at source for the market and client type
  • In addition the incumbent will have ownership for specific MIS metrics and will be responsible for reporting to the supervisory and management team on a weekly basis.
Experience / Qualifications:
  • Strong administration and organisational skills
  • Enthusiastic and articulate team member, who possess good communication skills
  • High degree of accuracy and a good eye for detail
  • Strong risk awareness
  • Business and customer focused
  • Proactive work ethic, innovative and self-motivated
  • A flexible and analytical approach to problem solving
  • A high level of PC literacy
  • Ability to work under pressure and to strict deadlines
  • Proven skills in customer service.
  • Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables.
  • Proven risk awareness & ability to escalate and manage potential risk.
  • Demonstrate the ability to work at an individual level & within a team environment.
  • Provide examples around ability to work under pressure.
  • Demonstrate strong verbal & written communication skills.
Generally the core hours for this position are 9am-5pm although sometimes later depending on the demands of the work. *Please note that this role will be working in the office on a full time basis due to the secure documentation you\'ll be handling.* Job Types: Full-time, Temporary contract
Contract length: 6 months Salary: \xc2\xa3120.00-\xc2\xa3140.00 per day Schedule:
  • Monday to Friday
  • No weekends
Ability to commute/relocate:
  • Bournemouth: reliably commute or plan to relocate before starting work (required)
Experience:
  • Administrative skills: 1 year (required)
Work authorisation:
  • United Kingdom (required)
Work Location: In person Reference ID: 297854/NJ

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Job Detail

  • Job Id
    JD3009602
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bournemouth, United Kingdom
  • Education
    Not mentioned