This position is an opportunity for a suitably experienced candidate to join a dynamic organization and gain exposure. Build your career in Tax Operations while working in the world’s most innovative bank which values creativity and excellence. This role provides an opportunity to learn new types of tax laws, understand changes in tax laws and its implications, and building good working relations with cross functional/geographical teams
As an Associate in the Client Tax Operations, you will be responsible for the accurate and timely processing of withholding, reporting, reclaim filing and relief at source function in over 100 markets globally. The Client Tax Associate will be responsible for execution of the key business objectives, processes and managing business risks for key client/partner relationships across the Corporate & Investment Bank. Candidate will be responsible for preparing and reviewing reclaim forms and liaising with the sub-custodians to ensure final submission to Tax Authorities. This is a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology.
Job Responsibilities
- Ensure accuracy and timely completion of the Tax Reclaim filing process within the stipulated window. Act as the escalation point for local team members.
- Maintain a strong and stable operational environment with robust controls, checks, and balances.
- Update and present key metric information to management. Ensure a client-centric approach is core across the team.
- Ensure compliance with applicable laws and regulations.
- Implement a clear, regular, and consistent communication plan across the team.
- Maintain good knowledge of end-to-end process flow, SOPs, and validation points. Stay informed about industry knowledge of International Tax reclaims processing.
- Influence technology on system enhancements and articulate change management initiatives to stakeholders.
- Develop and implement tools to manage and improve quality and accuracy.
- Identify opportunities for process efficiency and implement them in a controlled manner.
- Make decisions about handling various critical business scenarios to ensure accuracy and timely completion.
- Undertake day-to-day operations within the team, act as the point of contact for the aligned country or line of business, ensure tax compliance obligations are met, adhere to control procedures, and regularly communicate with internal stakeholders.
- Assist with creating training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents, and help drive a control-centric environment.
Required qualifications, capabilities, and skills
- Graduate or Post-Graduate with at least 5 years of experience in operations.
- Possess at least 3 years of experience as a Chartered Accountant or equivalent degree.
- Familiarize yourself with Taxation and Tax Operations for various markets.
- Drive results through a "hands-on" approach.
- Communicate enthusiastically and articulately with excellent verbal and written skills, ensuring clear, concise, and logical documentation.
- Maintain and operate in an environment with high standards of risk and control.
- Pay attention to detail and work effectively in a dynamic environment with conflicting priorities.
- Utilize strong analytical skills to review evolving market practices, assess oversight metrics, and identify trends.
- Demonstrate high emotional intelligence, with sound networking and influencing skills.
- Collaborate effectively as a team player while also proactively progressing multiple tasks independently.
- Apply strong problem-solving and decision-making skills.
- Be proficient in MS Office applications, including Outlook, PowerPoint, Excel, and Word.
Preferred qualifications, capabilities, and skills
- Relevant Tax market knowledge or industry experience
- Knowledge of financial markets and banking preferred.
- Advanced knowledge of Alteryx, Tableau and UI path (preferred)
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
