JPMorgan Client Tax Documentation Operations – Senior Specialist 

India, Maharashtra, Mumbai 

580031777

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