Client Tax Support - Associate
JPMorgan Chase
- Kwun Tong, Hong Kong
- Permanent
- Full-time
- Serve as a centralized point of contact for all complex and technical tax issues to support our client's tax servicing needs
- Lead the Tax component of service reviews and other meetings with the client
- Leverage tax expertise to ensure that the client's interests are represented and understood throughout the business
- Have a deep understanding of the client's business, structure and tax strategy to ensure all entitled tax benefits are received in order to maximise tax efficiency
- Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
- Monitor tax developments across all markets and communicate specific impact/consequences in a concise, factual manner and provide support to the client through the change process
- Liaise with other J.P. Morgan operations team where necessary and provide assistance with new market entry, expansion, account/fund restructures, transitions, and legal entity conversions
- Ensure that clients receive a premier service regarding outstanding/expiring tax documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting
- Represent J.P. Morgan on relevant Industry Associations and voice client concerns and interests and communicate lobbing efforts conducted by J.P. Morgan with clients
- Review operational tax processed to identify areas for enhancement, escalate tax risks and participate in resolution
- Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team
- Bachelor's degree in Accounting, Business, Finance, or related disciplines
- At least 3 years of work experience in financial sectors, accounting firms or other professional institutions
- Able to discuss experience of client service and relationship management communicating complex issues with internal and external stakeholders.
- Must be able to speak Mandarin in business circumstances
- Demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking
- Effective internal and external communication skills and problem-solving experience
- Possesses risk awareness and operational control experience within financial services
- Prior experience in process improvement projects, where you clearly articulate ideas, concepts and procedural changes to clients
- Self driven and able to work autonomously
- Proven experience within an arena where accuracy is critical within strict deadlines
- Strong data management skills will be considered to be an advantage
- Understanding of custodian business or have tax background will also be a plus