Cib client Onboarding

2 weeks ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

**Client Tax Operations Utility - Associate**

**Grade 601**
**About JPMorgan Securities Services (part of Corporate & Investment Bank)**

JPMorgan Securities Services, a division of JPMorgan Chase Bank, N.A., is a global industry leader with $23.2 trillion in assets under custody. JPMorgan provides innovative custody, fund accounting and administration and securities services to the world's largest institutional investors, alternative asset managers and debt and equity issuers. JPMorgan's Securities Services Division with Corporate & Investment Banking line of business leverages its scale and capabilities in more than 90 markets to help clients optimize efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services.

**Functional Dept Description: Client Tax Operations Utility**

The Client Tax Operations Utility Department in India consists of 100+ staff and is responsible for the accurate and timely processing of tax withholding, reporting, reclaim filing and relief at source function in over 100 markets, globally.

The primary responsibility of this position is to review tax processing reclaims for the International Tax servicing team. Incumbent should possess knowledge on working of capital market. Should have an eye for detail and the ability to work under pressure and meet stringent deadlines and can effectively work in partnership with global teams. Should be able to liaise with internal clients, client service teams & Specialists. Accountancy and Taxation related educational qualifications are added pre-requisites.

**Key responsibilities would include
- Contribute in designing risk based Operating model for the reviewer team
- Closely work with the reclaims maker team to assess hot spots and potential vulnerable areas and incorporate the same in the reviewer Operating model
- Work closely with corporate tax and Audit team's requirements for processes through extensive control and operations risk framework in line with corporate policies and guidelines.
- Directly contribute to increasing the quality and timeliness of International tax reclaims and ensuring there are no losses through rejections and delayed submissions
- Thorough knowledge of end to end process flow, SOPs/related check points. Have a good industry knowledge of International tax reclaims processing
- Influence technology on system enhancements and ability to articulate stakeholders on various change management initiatives
- Developing and implementing tools to manage and improve Quality, Accuracy and Timeliness
- Focus on India People Strategy
- Production of various MIS reports for use by the senior management and LoB
- Identify opportunities for process efficiency & implement in a controlled manner
- Perform all work in accordance to department procedures and within productivity processing and quality standards.

Qualifications/Skills

Team members should have/demonstrate the following qualification/skills and attributes:

- Post graduate and preferably with accounting background / Chartered Accountant / Degree of Law
- Good oral and written communications skills.
- Must be able to work under pressure & deadline driven environment
- Able to grasp/learn concepts and procedures quickly
- Problem solving skills
- Good time management skills
- Must be very detailed oriented and analytical
- Analytical with ability to quickly assess situations and resolve complex issues

Person profile

**Values:

- **
- Client Focus - demonstrates clear understanding of importance of effective customer service, internally and externally
- Trust - evidences high standards of integrity and openness
- Teamwork - demonstrates ability to work effectively as a member of a team, a collaborative style, and understands the value of diversity
- "Outperformance" - evidences the ability to exceed expectations of others

**Core Competencies:

- **

Working with Technology - A vision for how technology can impact and enhance processes and business results. Comfortable with working on complex workflows

Developing and Training People** - **Developing training strategy in partnership with stakeholders for new and existing staff members **.**

Partnering - **Partnering with tax, Operations, compliance and business teams globally on interpretation and implementation of new regulations which impacts the processing of tax reclaims and impacts the control environment**

Researching**:

- **Effectively address any issues that might be escalated by either internal or external customers**

Problem Solving
- Regularly review the end to end process to ensure that all control gaps have been identified and appropriate action plans have been established

Multi-tasking
- Supporting the day to day management of the reviewer process Provide operational support to supply audit/compliance/regulatory with documentation/analysis.

Innovating
- Drive Process improvements a

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