Client Tax Documentation Operations – Senior Specialist

4 weeks ago


Mumbai, India JPMorgan Chase & Co. Full time

As a Client Tax Documentation Operations Senior Specialist, 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.

Job responsibilities

Validation of various regulatory documents submitted by the Customers Ensure that all Customer requests are completed timely by adhering to procedures and guidelines Ensure in performing due diligence of all required processing steps and check parameters defined in the process. Ensure all exceptions or deviations are escalated to management on timely basis. Meet all the productivity and accuracy targets defined for the process

Required qualifications, capabilities and skills 

Bachelor’s degree in or with 1-2 years of work experience Good working knowledge of all MS Office applications particularly Excel Soft Skills Effective time management skills and communication skills Customer Focus and Service Oriented mindset Ability to collaborate, partner and work in a team environment Ability to identify process improvement opportunities and willingness to learn on additional sub processes Prioritizing and executing initiatives, tasks and details in an efficient manner

Preferred qualifications, capabilities and skills 

Work experience in back office/financial service industry preferred

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