Business Tax Advisor - Private Bank

Nutmeg Saving and Investment Limited; United Kingdom; On-site; GBP 45,000 - 70,000; Full time

Job summary

A global firm seeks a Business Tax Advisor to join their product advisory tax team within the Private Banking sector. This role involves providing tax advice and collaborating with internal and external partners to navigate complex tax issues. Candidates must have qualifications such as being a Solicitor or Chartered Tax Advisor with experience in financial services. Strong communication skills and the ability to work under pressure are essential.

Qualifications

• Qualified Solicitor, Chartered Tax Advisor, or Accountant.
• Experience in private banking and financial services tax advice.
• Excellent written and spoken English.

Responsibilities

• Understand transactions, products, and platforms within J.P. Morgan Private Bank.
• Develop knowledge of worldwide tax regimes applicable to various products.
• Communicate tax requirements clearly to non-tax personnel.

Skills

Tax communication

Analytical thinking

Pressure management

Commercial awareness

Written communication

Education

Solicitor

Chartered Tax Advisor

Accountant

Job description

A Business Tax Advisor position based in the product advisory tax team which is part of the wider EMEA Corporate Tax group. The team comprises a mix of international qualified professionals, and this position seeks to complement the team. The position involves working closely with product advisory colleagues as well as the wider J.P Morgan global Corporate Tax group.

As a Business Tax Advisor in the product advisory tax team, you will primarily provide advice to the J.P. Morgan Private Bank line business in relation to Private Banking / Wealth Management tax matters, issues, and risks.

Job responsibilities

• Understanding the transactions, products, and platforms within the J.P. Morgan Private Bank line of business;
• Developing knowledge of worldwide tax regimes and requirements applicable to these transactions, products and platforms;
• Communicating tax requirements and risks clearly and succinctly to non-tax business and functional colleagues;
• Escalating risks internally within the team and the line of business as appropriate;
• Collaborating with external tax advisors and partner internally with global Corporate Tax colleagues (including VAT specialists) and non-tax colleagues (such as Business, Legal, Finance, Operations, etc.).

Required qualifications, skills and capabilities

• Qualified Solicitor, Chartered Tax Advisor, or Accountant;
• Relevant experience providing private banking / client and / or financial services tax advice in a law or accounting firm;
• Ability to communicate tax issues to non-tax personnel, and an interest in understanding the commercial context of tax advice;
• Capability to work under pressure in a commercial environment without compromising technical or ethical standards;
• Willingness to approach new and unfamiliar issues analytically and logically;
• Excellent written and spoken English.