Client Tax Documentation Operations – Analyst

4 weeks ago


mumbai, India JPMorgan Chase & Co. Full time

As a Client Tax Documentation Operations Manager, you will be responsible for managing a team that will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding.

Job responsibilities

Modify customer information based on daily maintenance requests (address, tax identification number) and Verify that corrections and modifications in data are fed to various systems Assist with training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents and help facilitate control-centric environment Liaise with cross line of business partners to achieve business result, improvements/ system enhancements with emphasis on strategic end state and controls Strong client focus and relationship-building skills across lines of business, act as an escalation point for team and some cross department issues. Management of small staff, assessing each work allocation and areas of capacity to identify bottlenecks, process efficiencies and work towards process improvement activities. Responsible for handling of various types of scenarios critical for the business and for accuracy and timely completion of the Tax Certification process within the stipulated window. Comply with set guidelines, procedures, rules and regulations; work as a team to achieve Service Level Agreement for the process and personal targets.

Required Qualifications, Skills and Capabilities

Over 10 years of experience with 5+ years in a People Manager role and/or 3+ years Business Process and Managerial experience Proficiency with MS Office applications (Word, Excel, Power Point) Demonstrates clear understanding of the importance of effective customer service, internally and externally Demonstrates high standards of integrity and openness Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment Excellent relationship building and stakeholder management skills Strong analytical, data management and problem solving skills

Preferred Qualifications, Skills and Capabilities

Post Graduate and/or MBA (Finance) and related industry benchmark certifications as example - asset servicing, KYC, Doc Management  Knowledge of Investment Bank businesses Knowledge of US Tax forms, CRS, and FATCA regimes Knowledge of US and non-US Regulations (including Tax) 

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