27 Oct
JPMorgan Chase
Mumbai
As a Client Tax Documentation Operations Manager, you will be responsible for managing a team that 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
- 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 result,
improvements/ system enhancements with emphasis on strategic end state and controls
- Strong client focus and relationship-building skills across lines of business, act as an escalation point for team and some cross department issues.
- Management of small staff, assessing each work allocation and areas of capacity to identify bottlenecks, process efficiencies and work towards process improvement activities.
- Responsible for 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 Service Level Agreement for the process and personal targets.
Required Qualifications, Skills and Capabilities
- Over 10 years of experience with 5+ years in a People Manager role and/or 3+ years Business Process and Managerial experience
- Proficiency with MS Office applications (Word, Excel, Power Point)
- Demonstrates clear understanding of the importance of effective customer service, internally and externally
- Demonstrates high standards of integrity and openness
- 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
- Post Graduate and/or MBA (Finance) and related industry benchmark certifications as example - asset servicing, KYC, Doc Management
- Knowledge of Investment Bank businesses
- Knowledge of US Tax forms, CRS, and FATCA regimes
- Knowledge of US and non-US Regulations (including Tax)
▶️ Client Tax Documentation Operations – Analyst / Manager
🖊️ JPMorgan Chase
📍 Mumbai