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Job Description

You are a strategic thinker passionate about driving solutions in Client Tax. You have found the right team


As an Analyst in Client Tax, you will be responsible for the accurate and timely processing of withholding, reporting, reclaim filing and relief at source function in over 100 markets globally. The Client Tax Analyst will be responsible for execution of the key business objectives, processes and managing business risks for key client/partner relationships across the Corporate & Investment Bank. This is a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology.


Job Responsibilities


  • Respond to tax-related inquiries from internal and external stakeholders. Partner with the Tax Operations team globally to execute tax services for CIB clients.
  • Highlight issues to Product and Tax Market Intelligence for any reclaims where there is a change in the existing process. Suggest continual improvements to enhance the process and reduce manual intervention.
  • Ensure a client-centric approach is core across the team. Ensure the organization is always compliant with applicable laws and regulations.
  • Maintain thorough knowledge of end-to-end process flow, SOPs, and validation points, and possess good industry knowledge of international tax reclaims processing.
  • Influence technology on system enhancements and articulate various change management initiatives to stakeholders.
  • Develop and implement tools to manage and improve quality and accuracy, identifying opportunities for process efficiency and implementing them in a controlled manner.
  • Liaise with cross-line business partners to achieve business result-driven improvements and system enhancements, emphasizing strategic end state and controls.
  • Make decisions about handling various scenarios critical for the business, ensuring accuracy and timely completion.
  • Raise and escalate issues, driving them through to resolution, and highlight risks and dependencies with mitigation options presented.
  • Comply with set guidelines, procedures, rules, and regulations, and work as a team to achieve SLAs for the process and individual targets.

Required qualifications, capabilities, and skills


  • Bachelor’s or Master’s degree with accounting and taxation background with over all experience of at least 2 years
  • Chartered Accountant or equivalent degree
  • Excellent communication and written skills with clear, concise & logical documentation ability
  • Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment
  • Excellent relationship building and stakeholder management skills
  • Strong analytical, data management and problem solving skills
  • Meticulous with strong analytical skills and a high aptitude for numbers and MS office (Excel, PowerPoint) proficiency

Preferred qualifications, capabilities, and skills


  • Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently
  • Must be very detailed oriented and analytical 
  • Knowledge of financial markets and banking preferred
  • Ability to work in a fast-paced environment and an adaptability to change
  • Strong problem-solving and decision-making skills
  • Exhibits ability to work effectively in a team environment

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.



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