JPMorgan Client Tax Documentation Operations – Analyst 

India, Maharashtra, Mumbai 

331139416

As a Client Tax Documentation Operations Analyst within our operations team, you will be tasked with the verification, review, and validation of IRS Forms, Tax documents, and IDs. Your role will include certifying accounts subject to Federal Income tax withholding and validating various regulatory documents submitted by our customers. You will ensure timely completion of all customer requests by strictly adhering to our established procedures and guidelines. Your responsibilities will also encompass performing due diligence of all required processing steps and checking parameters defined in our process. Furthermore, you will be in charge of accurately processing requests for customer's tax profiles on various client systems.

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 results, improvements/ system enhancements with emphasis on strategic end state and controls
• Maintain strong client focus and relationship-building skills across lines of business, act as an escalation point for team and some cross department issues.
• Manage of small staff, assessing each work allocation and areas of capacity to identify bottlenecks, process efficiencies and work towards process improvement activities.
• Make decisions 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 SLA’s for the process and personal targets.

Required Qualifications, Skills and Capabilities :

• Bachelor’s or Master’s degree with overall experience of minimum 6 years or relevant experience of 2 or more years
• Proficiency with MS Office applications (Word, Excel, Power Point)
• Strong knowledge of bank control policies and standards
• People management skills with proven ability to develop, manage, coach and motivate the team.
• 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 :

• Understanding of US Tax forms - W8 and W9, US and non-US Regulations (including Tax) preferred
• Understanding of Investment Bank businesses preferred