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.
Reference no: 43507
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