Job Description
Join our tax operations team to drive accuracy, compliance, and efficiency in financial securities and tax reporting.
Job Summary
As an Associate in the Tax Operations team, you perform reconciliations between banking and tax systems, prepare and review tax reports, and ensure compliance with service standards. You will liaise with upstream operations, interpret corporate events, and analyze transactional activity for tax implications. Your role requires strong attention to detail, effective stakeholder management, and the ability to adapt to changing tax laws.
Job Responsibilities
Perform reconciliations between banking and tax systems for accurate tax reporting.
Review transaction feeds and oversee tax withholding and remittance to US tax authorities.
Liaise with upstream teams for transaction corrections and support across product types.
Interpret and apply corporate events and fund movements to tax processes.
Ascertain tax codes for US securities by checking market sources.
Analyze transactional activity from a tax implication perspective.
Maintain KPI, SOP, and MIS documentation to ensure process transparency.
Required qualifications, skills and capabilities
Bachelor’s degree with 4+ years of relevant work experience in financial securities and tax operations.
Strong knowledge of financial securities, UK and US tax, and MS Excel.
Excellent written and verbal communication skills, with proven analytical and problem-solving abilities.
Demonstrated accuracy, attention to detail, and ability to work under pressure as a team player.
Preferred qualifications, skills and capabilities
Understanding of corporate actions and security transfers.
Experience in tax and gain/loss reporting.
Ability to impart training to new hires and manage team performance.
Capacity to build effective relationships with cross-functional and geographical teams.
ABOUT US
JPMorganChase, 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, ****** 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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Job Summary
As an Associate in the Tax Operations team, you perform reconciliations between banking and tax systems, prepare and review tax reports, and ensure compliance with service standards. You will liaise with upstream operations, interpret corporate events, and analyze transactional activity for tax implications. Your role requires strong attention to detail, effective stakeholder management, and the ability to adapt to changing tax laws.
Job Responsibilities
Perform reconciliations between banking and tax systems for accurate tax reporting.
Review transaction feeds and oversee tax withholding and remittance to US tax authorities.
Liaise with upstream teams for transaction corrections and support across product types.
Interpret and apply corporate events and fund movements to tax processes.
Ascertain tax codes for US securities by checking market sources.
Analyze transactional activity from a tax implication perspective.
Maintain KPI, SOP, and MIS documentation to ensure process transparency.
Required qualifications, skills and capabilities
Bachelor’s degree with 4+ years of relevant work experience in financial securities and tax operations.
Strong knowledge of financial securities, UK and US tax, and MS Excel.
Excellent written and verbal communication skills, with proven analytical and problem-solving abilities.
Demonstrated accuracy, attention to detail, and ability to work under pressure as a team player.
Preferred qualifications, skills and capabilities
Understanding of corporate actions and security transfers.
Experience in tax and gain/loss reporting.
Ability to impart training to new hires and manage team performance.
Capacity to build effective relationships with cross-functional and geographical teams.
ABOUT US
JPMorganChase, 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, ****** 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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
💡 Quick Summary
Seeking a career-building opportunity? The Client Tax Analyst position is now open for candidates interested in the Event Management Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.