Client Tax Associate Ii
2 weeks ago
**JOB DESCRIPTION**
**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 drive control-centric environment
- Liaise with cross line of business partners to achieve business result driven 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 decision making about the 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 individual targets.
**Required qualifications, capabilities and skills**
- Over 10 years of experience with 5+ years in a People Manager role and/or 3+ years Business Process and Managerial experience
- 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, capabilities and skills**
- 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)
**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**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
-
Client Tax Associate
2 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** As a [Client Tax Associate] in [Quality Review Team], you will review high value tax reclaims in accordance with requirements of Tax laws of the different countries. You will analyze the process, identify the gaps in the process and provide the possible resolution in order to avoid the financial impact to the company. Send the daily...
-
Client Tax Associate
3 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** As a Client Tax Associate you will be responsible for the accurate and timely processing of withholding, reporting, reclaim filing and relief at source function in over 100 markets globally. **Job responsibilities** - Responsible for accurate and timely verification of tax reclaims rejection response filed with Tax Authority or...
-
Client Tax Associate I
5 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. **Job Summary** As a [Client Tax Associate] in [Quality Review Team], you will review high value tax reclaims in accordance with requirements of Tax laws of the different countries. You will analyze the...
-
Client Tax Associate
1 month ago
Goregaon East, Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** **Job responsibilities**: - Responsible for reviewing the Tax Reclaims filed on behalf of the clients, within the stipulated window. - Leadership of an Operations team in Mumbai supporting the Corporate & Investment Bank “CIB” - Partnering with the Tax Operations team globally to execute tax services for CIB clients. - Act as the...
-
Client Tax
1 month ago
Goregaon East, Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** **Responsibilities**: - Ensure accuracy and timely completion of the Tax Reclaim filing process within the stipulated window. Act as the escalation point for local team members. - Maintain a strong and stable operational environment with robust controls, checks, and balances. - Update and present key metric information to management....
-
Tax and Accounts Associate
5 months ago
Baner, Pune, Maharashtra, India Rahul Dang & Associate Full timeRole Description for Tax And Accounts Associate 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....
-
Client Tax Associate
2 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure. As part of the CTDO Operational Analytics team, this...
-
Client Tax Associate
5 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Tax Specialist will be responsible for execution of the key business objectives, processes and managing business risks for key client/partner relationships across the Corporate & Investment Bank. - Working with partners in the UK to assemble supporting documentation requirements - Updating and presenting key metric information to...
-
Associate, Tax Reporting
5 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...
-
Accounts and Tax Associate
5 months ago
Pune, Maharashtra, India Rahul Dang & Associate Full time**Role Description for Accounts And Tax Executive** 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....
-
Associate, Client Service Ii
3 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Associate, Client Service II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create...
-
Associate, Client Service Ii
3 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time**Associate, Client Service II** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...
-
Tax Associate
4 months ago
Baner, Pune, Maharashtra, India Rahul Dang & Associate Full timeIndividuals**Job Title**: Tax Executive **Location**: Baner, Pune **Job Type**: Full-time **Job Overview**: As a Tax Executive, you will be responsible for overseeing the organization's tax compliance and planning activities. You will ensure that the company adheres to tax laws and regulations while also identifying opportunities for tax optimization. You...
-
Accounts and Tax Associate
2 months ago
Baner, Pune, Maharashtra, India Rahul Dang & Associate Full time**Role Description**: 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5. Handling accounting and...
-
Accounts and Tax Associate
5 months ago
Baner, Pune, Maharashtra, India Rahul Dang & Associate Full timeRole Description: 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5. Handling accounting and finalization...
-
Tax Operations Associate
5 months ago
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Description** The Tax Manager will be responsible the execution of the key business objectives, processes and managing business risks for key client/partner relationships across the Corporate & Investment Bank. - Leadership of an Operations team in Mumbai supporting the Corporate & Investment Bank “CIB” - Partnering with the Tax...
-
Fatca & Crs Operational / Tax Ops Associate
5 months ago
Goregaon, Mumbai, Maharashtra, India HSAG Full time**FATCA & CRS Operational / Tax Ops Associate**: **Responsibilities**: - Good knowledge of FATCA & CRS due diligence and reporting in accordance with regulatory requirements. - Up to date with recent development in FATCA and CRS to ensure applicable measures are taken as and when required to drive implementation of any changes. - Competency in building...
-
Uk Tax Associate
5 months ago
Goregaon, Mumbai, Maharashtra, India HSAG Full time**UK Tax Associate**: **PRIMARY RESPONSIBILITIES**: **Assist International Group Tax team in meeting direct and indirect tax filing obligations for all UK entities**: - Build relationship with finance, legal and other relevant information holders to improve collation and review of information pertinent to compliance work. - Assist with automating the...
-
Client Regulatory Support
4 weeks ago
Goregaon East, Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** Job Summary**: The Regulatory Support team is a dedicated group of internal and client facing resources that are focused on 3 main pillars: - Onboarding and query management for client reporting services (currently EMIR, MIFID II and SFTR), plus associated controls, MIS and process improvements - Ensuring the correct regulatory...
-
Tax Associate
3 weeks ago
Mumbai, Maharashtra, India Apollo Global Management, Inc. Full timeJob Title: Associate US TaxJob Summary:Apollo Global Management, Inc. is seeking a highly skilled Tax Associate to join our team. As a Tax Associate, you will be responsible for various U.S. federal and state income tax matters pertaining to tax compliance and reporting for the Apollo Equity Platform.Key Responsibilities:Assist in management of external tax...