Job Description
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 results, 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 decision making about the 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 SLA's for the process and personal targets.
Required qualifications, capabilities and skills
Bachelor's or Master's degree with overall experience of minimum 6 years or relevant experience of 2 or more years
Proficiency with MS Office applications (Word, Excel, Power Point)
Strong knowledge of bank control policies and standards
People management skills with proven ability to develop, manage, coach and motivate the team.
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, capabilities and skills
Understanding of US Tax forms - W8 and W+, US and non-US Regulations (including Tax) preferred
Understanding of Investment Bank businesses 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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 results, 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 decision making about the 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 SLA's for the process and personal targets.
Required qualifications, capabilities and skills
Bachelor's or Master's degree with overall experience of minimum 6 years or relevant experience of 2 or more years
Proficiency with MS Office applications (Word, Excel, Power Point)
Strong knowledge of bank control policies and standards
People management skills with proven ability to develop, manage, coach and motivate the team.
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, capabilities and skills
Understanding of US Tax forms - W8 and W+, US and non-US Regulations (including Tax) preferred
Understanding of Investment Bank businesses 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Client Tax Documentation Operations | Analyst position is now open for candidates interested in the Accountant 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 Accountant Jobs is a plus.