JPMorganChase · 5 hours ago
Client Tax Associate II
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Tax Client Service Representative in Global Tax Operations, you will provide tailored support to clients, helping them navigate complex international tax environments and maximize their investments.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as a centralized point of contact to support clients’ tax servicing needs, building effective business relationships with key personnel
Lead the tax component of service reviews and meetings with clients
Provide input on tax-related product and change requests
Represent and communicate clients’ interests across the business
Develop a deep understanding of clients’ business, structure, and tax strategy to maximize tax efficiency
Collaborate closely with the Sub Custodian network and internal Network Management Group
Translate market newsflashes and monitor tax developments, communicating impacts and supporting clients through changes
Provide proactive support and guidance on outstanding or expiring tax documentation
Oversee tax reclaims and follow up on aged or problematic items with global tax authorities
File pilot tax reclaims for new or emerging market opportunities under client authority
Deliver premier service to clients in areas including documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting
Qualification
Required
Degree qualified or equivalent work experience in a relevant field
Experience in client service and relationship management, communicating complex issues with internal and external stakeholders
Team management experience within financial services, demonstrating accuracy and risk awareness in deadline-driven environments
Strong communication and problem-solving skills, with examples of successful internal and external collaboration
Proven risk awareness and operational control experience within financial services
Experience in process improvement, articulating ideas and procedural changes to clients
Demonstrated problem-solving skills and experience
Proven experience working with accuracy under strict deadlines
Preferred
ATT qualification
IOC or other industry-related benchmark qualification
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase