Client Tax Associate

Posted 6 Hours Ago
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Mumbai, Maharashtra
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Tax Associate will manage tax operations, ensuring compliance and accuracy in tax reclaim processes. Responsibilities include liaising with clients and custodians, maintaining operational stability, updating management with metrics, training staff, and identifying process efficiencies within a corporate banking environment.
Summary Generated by Built In

Job Description
This position is an opportunity for a suitably experienced candidate to join a dynamic organization and gain exposure. Build your career in Tax Operations while working in the world's most innovative bank which values creativity and excellence. This role provides an opportunity to learn new types of tax laws, understand changes in tax laws and its implications, and building good working relations with cross functional/geographical teams.
As a Client Tax Associate within our dynamic Tax Operations team, you will be responsible for executing key business objectives and managing business risks for our key client/partner relationships across the Corporate & Investment Bank. You will prepare and review tax reclaim forms, liaise with sub-custodians, and ensure compliance with tax laws and regulations. This role provides an opportunity to learn new types of tax laws, understand changes in tax laws and their implications, and build strong working relationships with cross-functional/geographical teams. Your ability to promote results through a hands-on approach, maintain high standards of risk and control, and work collaboratively will be key to your success in this role.
Job responsibilities

  • Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of the clients, within the stipulated window. Act as the escalation point for the local team members.
  • Ensure a strong and stable operational environment with robust controls, checks, and balances. Update and present key metric information to management. Ensure a client-centric approach is core across the team. Ensure the organization is always compliant with applicable laws and regulations.
  • Ensure a clear, regular, and consistent communication plan across the team.
  • Maintain good knowledge of end-to-end process flow, SOPs, and validation points. Possess good industry knowledge of International Tax reclaims processing.
  • Influence technology on system enhancements and articulate stakeholders on various change management initiatives.
  • Develop and implement tools to manage and improve quality and accuracy.
  • Identify opportunities for process efficiency and implement them in a controlled manner.
  • Undertake the day-to-day operations within the team, acting as the point of contact for the aligned country or line of business, ensuring tax compliance obligations are met, control procedures are adhered to, and internal stakeholders are regularly communicated with.
  • Assist with training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents, and help drive a control-centric environment.


Required qualifications, capabilities, and skills

  • Graduate or Post-Graduate with at least 5 years' experience in operations.
  • Minimum experience of 3 years as a Chartered Accountant or equivalent degree.
  • Familiarity with a Taxation and Tax Operations for various Markets.
  • Ability to drive results through a \"hands-on\" approach.
  • Enthusiastic and articulate with excellent communication and written skills with clear, concise & logical documentation ability.
  • Must be able to maintain and operate in an environment of high standards of risk and control.
  • Detail oriented and ability to work in a dynamic environment with conflicting priorities.
  • Strong analytical skills to review evolving market practices, assess oversight metrics, results identify trends.
  • Demonstrate high emotional intelligence, with sound networking and influencing skills.
  • Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently.


Preferred qualifications, capabilities, and skills

  • Relevant Tax market knowledge or industry experience
  • Knowledge of financial markets and banking preferred.
  • Advanced knowledge of Alteryx, Tableau and UI path (preferred)


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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