Client Tax Analyst

2 weeks ago


mumbai, India JPMorgan Chase & Co. Full time

As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service).

The Client Tax Documentation Operation team is part of the Client Tax Utility organization under Corporate & Investment Bank. Client Tax Documentation Operations are global functions across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, KYC, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.

Analyze, review and validate moderate to complex tax forms (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI and CRS Forms) Accurately process requests for customer’s tax profile on various client systems Modify customer information based on daily maintenance requests (address, tax identification number) Verify that corrections and modifications in data are fed to various systems Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner Maintain procedure documents and help facilitate control-centric environment Strong client focus and relationship-building skills across lines of business and levels Bachelor’s degree or minimum 1 year work experience Ability to work in a fast paced and results oriented environment Willing to work a flexible schedule to accommodate business needs Proficiency with MS Office applications (Word, Excel, Power Point) Takes initiative, can work with minimal supervision Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem solving and stakeholder management skills Attention to detail and ability to work independently

Preferred qualifications, capabilities and skills 

Knowledge of Investment Bank businesses would be an advantage Knowledge of US and non-US Regulations (including Tax) would be an advantage
  • Client Tax Analyst

    2 months ago


    Mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service). The Client Tax...

  • Client Tax Analyst

    3 weeks ago


    Mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service). The Client Tax...

  • Client Tax Analyst

    2 months ago


    mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service). The Client Tax...


  • Mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Analyst, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding. You will be responsible to validate of various regulatory documents submitted by the customers, ensure that all customer requests are...


  • mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Analyst, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding. You will be responsible to validate of various regulatory documents submitted by the customers, ensure that all customer requests are...


  • Mumbai, India JPMorgan Chase & Co. Full time

    As a Client Tax Documentation Operations Analyst, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding. You will be responsible to validate of various regulatory documents submitted by the customers, ensure that all customer requests are...


  • Mumbai, India JPMorgan Chase & Co. Full time

    The Client Tax Operations Team is looking for an experienced project manager and/ or business analyst to be responsible for multi-delivery engagements focused on both regulatory obligations and transforming and strengthening the operational processes and controls across lines of businesses.The book of work would consists of key deliverables including both...

  • Tax Analyst

    2 months ago


    Mumbai, India dentsu Full time

    The purpose of this role is to support the Global Tax team. Depending on the specific areas of support the role will be responsible for different activities. Job Title: Tax Analyst Job Description: Key responsibilities: Manages Tax accounting and reporting covering Quarterly, Forecasts and Yearly process Administers Global Tax and Accounts Solution...

  • Tax Analyst

    2 months ago


    mumbai, India dentsu Full time

    The purpose of this role is to support the Global Tax team. Depending on the specific areas of support the role will be responsible for different activities. Job Title: Tax Analyst Job Description: Key responsibilities:Manages Tax accounting and reporting covering Quarterly, Forecasts and Yearly processAdministers Global Tax and Accounts Solution...


  • Mumbai, India JPMorgan Chase & Co. Full time

    The Client Tax Operations Team is looking for an experienced project manager and/ or business analyst to be responsible for multi-delivery engagements focused on both regulatory obligations and transforming and strengthening the operational processes and controls across lines of businesses. The book of work would consists of key deliverables including both...


  • mumbai, India JPMorgan Chase & Co. Full time

    The Client Tax Operations Team is looking for an experienced project manager and/ or business analyst to be responsible for multi-delivery engagements focused on both regulatory obligations and transforming and strengthening the operational processes and controls across lines of businesses. The book of work would consists of key deliverables including...

  • Tax Analyst

    5 days ago


    Mumbai, Maharashtra, India Nielsen Full time

    The Transfer Pricing Tax Analyst will be responsible for ensuring that the company's intercompany transactions are conducted at arm's length, in compliance with tax laws and regulations. They will work with the Global Transfer Pricing Team to analyze and document these transactions to support local and global transfer pricing policies, prepare transfer...

  • Tax Analyst

    5 days ago


    Mumbai, Maharashtra, India The Nielsen Company Full time

    The Transfer Pricing Tax Analyst will be responsible for ensuring that the company's intercompany transactions are conducted at arm's length, in compliance with tax laws and regulations. They will work with the Global Transfer Pricing Team to analyze and document these transactions to support local and global transfer pricing policies, prepare transfer...

  • US Tax Analyst

    4 weeks ago


    Mumbai, India Apollo Global Management, Inc. Full time

    Position Overview COMPANY: As one of the world’s largest alternative investment managers, Apollo manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial...

  • US Tax Analyst

    3 weeks ago


    Mumbai, India Apollo Global Management, Inc. Full time

    Position Overview COMPANY: As one of the world’s largest alternative investment managers, Apollo manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial...

  • US Tax Analyst

    6 days ago


    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    Position Overview COMPANY: As one of the world's largest alternative investment managers, Apollo manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial...

  • US Tax Analyst

    4 weeks ago


    mumbai, India Apollo Global Management, Inc. Full time

    Position Overview COMPANY: As one of the world’s largest alternative investment managers, Apollo manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial...

  • Indirect tax Analyst

    2 months ago


    Mumbai, India Syncup Full time

    Overview:The IndirectTax Analyst plays a critical role in ensuring compliance withindirect tax laws and regulations. This position is vital inanalyzing and interpreting complex tax laws managing tax filingsand mitigating risk for the organization. The Indirect Tax Analystwill collaborate with crossfunctional teams to provide tax adviceand support on various...

  • Indirect tax Analyst

    3 weeks ago


    Mumbai, India Syncup Full time

    Overview:The IndirectTax Analyst plays a critical role in ensuring compliance withindirect tax laws and regulations. This position is vital inanalyzing and interpreting complex tax laws managing tax filingsand mitigating risk for the organization. The Indirect Tax Analystwill collaborate with crossfunctional teams to provide tax adviceand support on various...

  • Indirect tax Analyst

    2 months ago


    mumbai, India Syncup Full time

    Overview: The IndirectTax Analyst plays a critical role in ensuring compliance withindirect tax laws and regulations. This position is vital inanalyzing and interpreting complex tax laws managing tax filingsand mitigating risk for the organization. The Indirect Tax Analystwill collaborate with crossfunctional teams to provide tax adviceand support on various...