Elevate your career with us as a Tax Specialist, where your expertise will drive exceptional service for our German and Swiss clientele. Be the pivotal connection in managing tax inquiries and documentation, while collaborating with a global team to deliver unparalleled tax solutions.
As an Client tax - analyst (all genders) within our Client Tax Operations team, you will play a crucial role in managing and overseeing tax services for our German and Swiss clients. As the first point of contact, you will handle client requests and internal issues, ensuring seamless communication and efficient processing of German Withholding Tax. Collaborate with our global tax team to address international source tax inquiries and provide comprehensive support on tax documentation, relief at source, and retrospective reclaims.
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Job responsibilities
- Provides overview of the tax service and requirements for German & Swiss clients
- Acts as first point of contact for client requests and internal issues
- Processes Responsibilities in regards to German Withholding Tax
- Acts as contact for client requests with respect to international source tax and respective collaboration with the global tax team
- Manages inquiries Management & Tax Information distribution to our clients
- Support and guides on: outstanding/expiring tax documentation, Relief at Source, and Retrospective Reclaims
Required qualifications, capabilities, and skills
- Working knowledge of tax duties of a Depot bank in Germany
- Good knowledge of mainframe system
- Basic knowledge about settlement and securities
- Basic Knowledge /Experience on the German Investment Tax Act / German Income Tax Act
- Basic knowledge on international source tax
- Experienced with Microsoft Office (Excel/Word)
- High proficiency level in English and German (spoken and written)
- Effective problem solving skills
- Ability to work as a team player
- Motivated and driven personality
- Strong organizational, time-management and multi-tasking skills
Preferred qualifications, capabilities, and skills
- Education to degree standard (or equivalent) in a Finance, Economics or related discipline is preferred
- First work experience in the tax environment
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.