IB Tax Ops Specialist

4 days ago

Mumbai, Maharashtra, India UBS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

IndiaOperationsGlobal Wealth ManagementJob Reference #324893BRCityMumbaiJob TypeFull TimeYour roleWe are seeking a detail-oriented and deadline-driven professional to the end-to-end processing of non-resident alien clients documents, including IRS Forms W-8 BEN and client withholding statements. This role is critical in ensuring timely and accurate IRS reporting and withholding and effective communication with client and relationship managers.Key Responsibilities:Review IRS Forms W-8 BEN, W-8 BEN-E, certificates of foreign status, passports and supplementary information forms to ensure compliance with Internal Revenue Service (IRS) and FATCAReview clients withholding statements and ensure necessary documents (e.g., IRS Forms W-9/W-8) are on file, and that provided information matches UBS' client records.Enter client allocation statement date into Masterfiles with precision and adherence to SLA timelines.Review invalidation reports to investigate illogical data. For example, regarding NRA and FATCA clients with indication of U.S. residence in UBS' client profile and or client account records.Scan and archive allocation documents into Smartdoc for audit and reference purposes.Notify client and relationship managers upon completion of updates to ensure transparency and alignment.Validate and ensure accurate percentage allocations to client beneficiaries, minimizing discrepancies.Maintain compliance with SLA tiers:Tier 1: Complete processing within 1 business day of receipt.Tier 2: Complete processing within 2 business days of receipt.Maintain a high standard of data accuracy, with an error rate not exceeding 3% of total volume.Provide daily and monthly metrics of documents reviewed, accepted and rejectedYour teamn/aYour expertiseProven experience in financial operations, tax or new accounts processing, or a similar role.Strong attention to detail and commitment to data accuracy.Familiarity with systems such as Masterfiles and Smartdoc is a plus.Excellent communication skills for liaising with internal stakeholders.Ability to manage multiple priorities under tight deadlines.About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process. Learn moreJoin usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Contact DetailsUBS Business Solutions SAUBS RecruitingDisclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  • Tax IB Core Processing Specialist

    1 week ago

    Mumbai, Maharashtra, India UBS Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    IndiaOperationsGlobal Wealth ManagementJob Reference #324820BRCityMumbaiJob TypeFull TimeYour roleDo you manage your time well? Are you solution oriented and work well in teams? We are looking for someone like this to: support the Client Tax reporting team for daily withholding and client service supportperform reconciliations, review exception reports to...

  • Tax Specialist

    4 days ago

    Navi Mumbai, Maharashtra, India DP World Full time ₹ 40,00,000 - ₹ 80,00,000 per year

    Designation:Senior Specialist - Tax Reporting & Compliance - Global Service Centre:Role Purpose:To Handle the compliances of Direct and Indirect Taxation for assigned the legal entities in the region.Base Location:Navi MumbaiKey Role Responsibilities:Taxation:End to end GST process including compliance, returns filing, payments, input credits and...

  • Senior Tax Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Kroll Inc. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Senior Tax SpecialistWe are looking to hire a Senior Tax Specialist to join our team in Mumbai. This role is an internal tax department role with a primary emphasis on Federal, State and International income tax law encompassing such areas as Federal, State and International research tax research, audits, tax accounting, domestic and global legal entity...

  • Tax Specialist

    2 days ago

    Mumbai, Maharashtra, India Orix Corporation Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesDirect Tax Consultation: Provide expert advice on domestic and international direct taxation matters, ensuring compliance with applicable tax laws and regulations.International Tax Advisory: Advise on complex international tax issues including cross-border transactions, Transfer Pricing, DTAA implications, withholding tax, and taxation...

  • Tax Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Dachser Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Role & responsibilitiesResponsible for Monthly GST Returns, Annual GST Returns, Annual GST AuditStrongly adhere to the set due dates for Tax payments, return filing datesReview monthly transactions report from accounting system and identify GST liability transactions and reconcile the sameResponsible for monthly reconciliation of data of E-invoice, Books &...

  • Direct Tax Specialist

    2 weeks ago

    Navi Mumbai, Maharashtra, India Hector And Streak Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position : Assistant Manager - Direct Tax - Real Estate/ Hospitability Industry - Navi MumbaiResponsibilities:Knowledge of Direct Tax provisions with hands on experience in preparation of advance tax working, tax computation etc.Experience in collation and compilation of assessments details.Experience of handling quarterly tax provisions of listed entities,...

  • Direct Tax Specialist

    4 days ago

    Navi Mumbai, Maharashtra, India Hector And Streak Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position : Assistant Manager - Direct Tax - Real Estate/ Hospitability Industry - Navi MumbaiResponsibilities:Knowledge of Direct Tax provisions with hands on experience in preparation of advance tax working, tax computation etc.Experience in collation and compilation of assessments details.Experience of handling quarterly tax provisions of listed entities,...

  • Indirect Tax Executive

    2 weeks ago

    Mumbai, Maharashtra, India Princeton IT America Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: Indirect Taxes Manager / SpecialistLocation: Churchgate, MumbaiExperience: 6 – 12 YearsEducational Qualification: CA FinalJob Description:We are seeking a highly skilled Indirect Taxes professional with 6–12 years of experience to join our finance team in Churchgate, Mumbai. The ideal candidate will have deep expertise in GST, Service Tax,...

  • Indirect Tax Specialist

    1 week ago

    Mumbai, Maharashtra, India Metro Brands Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Inter CA must.Assisting in computation of GST liability and ensuring accurate payment of taxes.Preparation and filing of monthly, quarterly, and annual GST returns (GSTR-1, GSTR-3B, GSTR-9, GSTR-9C).Supporting monthly/quarterly MIS reporting related to GSTAssisting in statutory and GST audits by preparing required schedules and documentation.Coordinating...

  • Tax Analyst 1

    4 hours ago

    Mumbai, Maharashtra, India Citi Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Tax Analyst 1 is a trainee professional role. Requires a good...