JPMorgan Client Tax Analyst 

India, Maharashtra, Mumbai 

854907665

As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service).

The Client Tax Documentation Operation team is part of the Client Tax Utility organization under Corporate & Investment Bank. Client Tax Documentation Operations are global functions across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, KYC, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.

• Analyze, review and validate moderate to complex tax forms (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI and CRS Forms)
• Accurately process requests for customer’s tax profile on various client systems
• Modify customer information based on daily maintenance requests (address, tax identification number)
• Verify that corrections and modifications in data are fed to various systems
• Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner
• Maintain procedure documents and help facilitate control-centric environment
• Strong client focus and relationship-building skills across lines of business and levels

• Bachelor’s degree or minimum 1 year work experience
• Ability to work in a fast paced and results oriented environment
• Willing to work a flexible schedule to accommodate business needs
• Proficiency with MS Office applications (Word, Excel, Power Point)
• Takes initiative, can work with minimal supervision
• Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem solving and stakeholder management skills
• Attention to detail and ability to work independently

Preferred qualifications, capabilities and skills

• Knowledge of Investment Bank businesses would be an advantage
• Knowledge of US and non-US Regulations (including Tax) would be an advantage