Chase · 1 day ago
Client Tax Associate II
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
Mid LevelChase is a leading financial institution that provides innovative financial solutions to a diverse clientele. They are seeking a Tax Client Service Representative in Global Tax Operations to enhance client engagement and support clients in navigating complex international tax environments. The role focuses on maximizing clients’ investments and ensuring their interests are represented across the business.
BankingFinancial 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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
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