JPMorgan Client Tax Documentation Operations – Analyst / Manager 

India, Maharashtra, Mumbai 

364305321

As a Client Tax Documentation Operations Manager, you will be responsible for managing a team that 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

• 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 facilitate control-centric environment
• Liaise with cross line of business partners to achieve business result, 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 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 personal targets.

Required Qualifications, Skills and Capabilities

• Over 10 years of experience with 5+ years in a People Manager role and/or 3+ years Business Process and Managerial experience
• Proficiency with MS Office applications (Word, Excel, Power Point)
• 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, Skills and Capabilities

• 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)