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JPMorgan Client Tax Documentation Operations – Senior Specialist 
India, Maharashtra, Mumbai 
580031777

04.08.2024

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 B.Com or B.A 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