10 Client Tax jobs in India
Cib client Tax Operations client Tax Associate I
Bengaluru, Karnataka
JPMorgan Chase Bank, N.A.
Job Viewed
Job Description
**Organization Description**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
**Employer Description**
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. 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.
**About Client Tax Operations**
The Client Tax Operations (CTO) organization works across JPMorgan Chase to ensure compliance to tax reporting regulations by implementing and maintaining appropriate processes, governance, oversight and controls. Tax Reporting and Withholding Services (TRWS) is a group within CTO that provides solutions for US 1099/1098/1042S information tax reporting, FATCA/CRS automated exchange of Information reporting and 1042/945 withholding depository services. These solutions involve overseeing the delivery of client tax statements and integration into internal and external customer facing channels, filing with the IRS/States and International Tax Authorities, remitting tax withholding liabilities to US State and Federal Revenue agencies, and coordinating responses to IRS issued notices. TRWS service scope spans over 180 different businesses/product groups across the firm including CIB, CIB and Corp. TRWS also provides tax reporting and withholding services to the Benefit Payment Services group supporting retirement distributions tied to Securities Services
Tax Authorities around the world are expanding tax reporting requirements to collect additional tax revenue and to reduce tax evasion. As part of Tax Reporting & Withholding Services, the Tax Reporting Associate position will join our growing team in Bangalore involved with providing solutions and services tied to meeting these demanding and frequently changing tax reporting and withholding compliance events and processes. The core functional process centers around TRWS's Tax Payment Services (TPS) involving large dollar payments to US federal and state tax authorities. Evening shift coverage for the TPS process is necessary to meet US federally regulated depository deadlines. As expertise is gained with Tax Payment Services the Tax Associate will rotate into various seasonal tax reporting support functions involved with US federal and state 1099/1098/1042S tax reporting and FATCA/CRS tax reporting. These rotational assignments will involve afternoon coverage enabling TRWS to utilize a 24 hour support model between US and Bangalore sites. Flexibility between evening shift and afternoon shift will be important and rotations will be assigned well advanced to accommodate the flexibility required. Career progression will be commensurate with competency around the various processes and complexity of activity performed.
**Roles & Responsibilities**
- Manage and execute the receipt/import/reconciliation of reportable tax data files from business sources.
- Understand reporting requirements and file format schemas for assigned Tax Authorities and monitor changes
- Generate, reconcile, and timely submit tax data files to tax authorities for 1099, 945, US State authorities, FATCA and CRS
- Research and engage with business partners to determine reporting requirements, approvals and formats for Legal Entity review, registratio
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
**Employer Description**
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. 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.
**About Client Tax Operations**
The Client Tax Operations (CTO) organization works across JPMorgan Chase to ensure compliance to tax reporting regulations by implementing and maintaining appropriate processes, governance, oversight and controls. Tax Reporting and Withholding Services (TRWS) is a group within CTO that provides solutions for US 1099/1098/1042S information tax reporting, FATCA/CRS automated exchange of Information reporting and 1042/945 withholding depository services. These solutions involve overseeing the delivery of client tax statements and integration into internal and external customer facing channels, filing with the IRS/States and International Tax Authorities, remitting tax withholding liabilities to US State and Federal Revenue agencies, and coordinating responses to IRS issued notices. TRWS service scope spans over 180 different businesses/product groups across the firm including CIB, CIB and Corp. TRWS also provides tax reporting and withholding services to the Benefit Payment Services group supporting retirement distributions tied to Securities Services
Tax Authorities around the world are expanding tax reporting requirements to collect additional tax revenue and to reduce tax evasion. As part of Tax Reporting & Withholding Services, the Tax Reporting Associate position will join our growing team in Bangalore involved with providing solutions and services tied to meeting these demanding and frequently changing tax reporting and withholding compliance events and processes. The core functional process centers around TRWS's Tax Payment Services (TPS) involving large dollar payments to US federal and state tax authorities. Evening shift coverage for the TPS process is necessary to meet US federally regulated depository deadlines. As expertise is gained with Tax Payment Services the Tax Associate will rotate into various seasonal tax reporting support functions involved with US federal and state 1099/1098/1042S tax reporting and FATCA/CRS tax reporting. These rotational assignments will involve afternoon coverage enabling TRWS to utilize a 24 hour support model between US and Bangalore sites. Flexibility between evening shift and afternoon shift will be important and rotations will be assigned well advanced to accommodate the flexibility required. Career progression will be commensurate with competency around the various processes and complexity of activity performed.
**Roles & Responsibilities**
- Manage and execute the receipt/import/reconciliation of reportable tax data files from business sources.
- Understand reporting requirements and file format schemas for assigned Tax Authorities and monitor changes
- Generate, reconcile, and timely submit tax data files to tax authorities for 1099, 945, US State authorities, FATCA and CRS
- Research and engage with business partners to determine reporting requirements, approvals and formats for Legal Entity review, registratio
This advertiser has chosen not to accept applicants from your region.
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Client Tax - Associate
Mumbai, Maharashtra
JPMorgan Chase & Co.
Posted today
Job Viewed
Job Description
Join a dynamic organization and build your career in Client Tax Documentation Operations, Tax Transformation & Emerging Technologies at the world's most innovative bank.
Job Summary:
As a Client Tax Documentation Project Manager within the Client Tax Operations utility in India, you will lead high-impact transformation programs with senior leadership visibility. You will be responsible for transforming and strengthening operational processes and controls across Client Tax Operations. This role provides an opportunity to learn US tax laws, understand changes in tax laws and their implications, and build good working relations with cross-functional/geographical teams.
Job Responsibilities:
Required Qualifications, Skills, and Capabilities:
Preferred Qualifications, Skills, and Capabilities:
This advertiser has chosen not to accept applicants from your region.
0
Client Tax - Associate
Mumbai, Maharashtra
JPMorganChase
Posted today
Job Viewed
Job Description
**JOB DESCRIPTION**
**Responsibilities**:
- **Requirements Gathering and Analysis**:
- Work closely with tax operations to understand their needs and translate these requirements into documented functional specifications.
- Conduct detailed analysis of current tax operations processes to identify areas for improvement.
- **Process Improvement**:
- Develop and implement process enhancements to improve client experience, efficiency, accuracy, and compliance within tax operations.
- Utilize data analysis to propose solutions that streamline tax processes.
- **Project Team Support**:
- Lead or participate in the projects / programs aimed at implementing new systems or upgrading existing systems.
- Support the end-to-end project lifecycle from initiation through closure including testing, validating acceptance criteria are met, and capturing benefit realization.
- **Stakeholder Communication**:
- Serve as liaison between the tax operations, technology teams, and other relevant stakeholders.
- Communicate effectively with all levels of the organization to ensure alignment and understanding of project goals and statuses.
- **Data Management and Reporting**:
- Oversee the integrity and accuracy of tax-related data within the organization’s systems.
- Generate reports and perform analysis to support tax compliance and planning activities.
- **Regulatory Compliance**:
- Stay up to date with changes in tax regulations and ensure the systems and processes are updated accordingly.
- Support tax operations ensuring compliance with relevant laws and regulations.
**Required Qualifications, Skills, and Capabilities**:
- Requirement Analysis / Documentation (Confluence)
- Business Process Mapping (Signavio/Visio/Gliffy)
- Buy vs Built Option Analysis
- JIRA and Agile Methodology Experience
- Testing - Functional / UAT / Regression
- Transformational mindset with ability to work with key stakeholders and senior leaders to drive improvements to the client experience and operational excellence
- Strong hands-on experience in managing cross-functional, multi-year projects
- Experience designing business processes and decision models, preferably using Signavio
- Polished presentation skills with ability to communicate at executive level and to deliver compelling PowerPoint presentations that “tell a story” and enable decisions to be made
- Ability to interact with colleagues at all levels, in a peer-like way, and achieve goals without direct control over all resources
- Strong relationship and project management skills
- Strong Business Analysis and problem-solving Techniques and discipline
- Strong technical architecture acumen
- Exceptional analytical skills to understand a diverse array of products and complex end-to-end workflows
- Proven organization and planning skills
- Ability to manage unstructured situations and ambiguity
- Flexible attitude in dealing with multiple tasks
- Ability to work under pressure and to deadlines, with accountability and responsibility for owning actions
- Detail-oriented with a control mindset
**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)
- Using AI / LLM prompts for writing requirements
- Data Analysis (SQL / Alteryx / UI Path)
- Decision Modeling (DMN)
**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, 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.
**ABOUT THE TEAM**
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their busine
**Responsibilities**:
- **Requirements Gathering and Analysis**:
- Work closely with tax operations to understand their needs and translate these requirements into documented functional specifications.
- Conduct detailed analysis of current tax operations processes to identify areas for improvement.
- **Process Improvement**:
- Develop and implement process enhancements to improve client experience, efficiency, accuracy, and compliance within tax operations.
- Utilize data analysis to propose solutions that streamline tax processes.
- **Project Team Support**:
- Lead or participate in the projects / programs aimed at implementing new systems or upgrading existing systems.
- Support the end-to-end project lifecycle from initiation through closure including testing, validating acceptance criteria are met, and capturing benefit realization.
- **Stakeholder Communication**:
- Serve as liaison between the tax operations, technology teams, and other relevant stakeholders.
- Communicate effectively with all levels of the organization to ensure alignment and understanding of project goals and statuses.
- **Data Management and Reporting**:
- Oversee the integrity and accuracy of tax-related data within the organization’s systems.
- Generate reports and perform analysis to support tax compliance and planning activities.
- **Regulatory Compliance**:
- Stay up to date with changes in tax regulations and ensure the systems and processes are updated accordingly.
- Support tax operations ensuring compliance with relevant laws and regulations.
**Required Qualifications, Skills, and Capabilities**:
- Requirement Analysis / Documentation (Confluence)
- Business Process Mapping (Signavio/Visio/Gliffy)
- Buy vs Built Option Analysis
- JIRA and Agile Methodology Experience
- Testing - Functional / UAT / Regression
- Transformational mindset with ability to work with key stakeholders and senior leaders to drive improvements to the client experience and operational excellence
- Strong hands-on experience in managing cross-functional, multi-year projects
- Experience designing business processes and decision models, preferably using Signavio
- Polished presentation skills with ability to communicate at executive level and to deliver compelling PowerPoint presentations that “tell a story” and enable decisions to be made
- Ability to interact with colleagues at all levels, in a peer-like way, and achieve goals without direct control over all resources
- Strong relationship and project management skills
- Strong Business Analysis and problem-solving Techniques and discipline
- Strong technical architecture acumen
- Exceptional analytical skills to understand a diverse array of products and complex end-to-end workflows
- Proven organization and planning skills
- Ability to manage unstructured situations and ambiguity
- Flexible attitude in dealing with multiple tasks
- Ability to work under pressure and to deadlines, with accountability and responsibility for owning actions
- Detail-oriented with a control mindset
**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)
- Using AI / LLM prompts for writing requirements
- Data Analysis (SQL / Alteryx / UI Path)
- Decision Modeling (DMN)
**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, 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.
**ABOUT THE TEAM**
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their busine
This advertiser has chosen not to accept applicants from your region.
1
Cib-client Onboarding & Documentation-client Tax
Mumbai, Maharashtra
JPMorgan Chase Bank, N.A.
Posted today
Job Viewed
Job Description
**Team Responsibilities**:
The TPG Team resides within the Corporate and Investment Banking (CIB) Client Tax Utility organization. The team works in partnership with Corporate Tax to drive common standards, a consistent view of risk, and common controls across the firm's corporate and lines of business ("LOB") tax operations functions. The team will also drive synergies, best practices, and efficiencies across the groups and support a variety of regulatory programs.
The Quality Assurance (QA) position is within the Governance & Oversight Team of the CIB Tax Utility and will support the QA program through the automation of existing and new Tax QA testing processes. The role will work with a range of teams across the firm including: Corporate Tax, LOB Client Tax Operations, Risk Management, Legal, Audit, and Technology to deliver on key operational, control, audit and other initiatives supporting firmwide client tax operations.
**Key Responsibilities:
- Implement solutions leveraging Intelligent Automation (IA) tools such as UiPath, Alteryx, Xceptor, Tableau, and SharePoint to create Governance and Oversight efficiencies
- On-going identification of automation opportunities within the Quality Assurance Program and areas for improvement
- Collaborate with business partners to document and understand requirements for automation opportunities
- Support the implementation of improvements to client tax processes and controls, based on issues identified through QA testing.
- Perform Quality Assurance (QA) testing based on established program and defined test scripts
- Develop and maintain a formal inventory of errors identified through QA testing and partner with LOB Stakeholders, Corporate Tax, and Controls Team to document remediation plans
- On-going maintenance of related QA Testing Program documentation including Standard Operating Procedures, Team Operating Model, SharePoint Site, etc.
- Assist with updates and presentations for stakeholder and senior management forums
- Organize and maintain the Governance and Oversight SharePoint site
- Assist other areas within the Governance and Oversight Team, as required
**Experience/Qualifications**:
- Advanced knowledge designing solutions in UiPath, Alteryx, Xceptor, and Tableau
- 1-3 years of tax information reporting and withholding (IRW) experience
- Experience in / knowledge of at least one of the following areas: tax form validation, withholding determinations, and year-end tax reporting
- Quality Assurance experience preferred
- Advanced proficiency in Microsoft toolsets in addition to SharePoint
- Strong analytical and problem-solving skills
- Demonstrated ability to successfully lead within changing control/regulatory environment
- Strong attention to detail and ability to work independently
- A quick learner who is highly motivated, results oriented, collaborative and with a strong sense of integrity
- Strong relationship management and communication skills (written and verbal)
- Bachelor's degree in Business, Information Systems, or related field
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. 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.
The TPG Team resides within the Corporate and Investment Banking (CIB) Client Tax Utility organization. The team works in partnership with Corporate Tax to drive common standards, a consistent view of risk, and common controls across the firm's corporate and lines of business ("LOB") tax operations functions. The team will also drive synergies, best practices, and efficiencies across the groups and support a variety of regulatory programs.
The Quality Assurance (QA) position is within the Governance & Oversight Team of the CIB Tax Utility and will support the QA program through the automation of existing and new Tax QA testing processes. The role will work with a range of teams across the firm including: Corporate Tax, LOB Client Tax Operations, Risk Management, Legal, Audit, and Technology to deliver on key operational, control, audit and other initiatives supporting firmwide client tax operations.
**Key Responsibilities:
- Implement solutions leveraging Intelligent Automation (IA) tools such as UiPath, Alteryx, Xceptor, Tableau, and SharePoint to create Governance and Oversight efficiencies
- On-going identification of automation opportunities within the Quality Assurance Program and areas for improvement
- Collaborate with business partners to document and understand requirements for automation opportunities
- Support the implementation of improvements to client tax processes and controls, based on issues identified through QA testing.
- Perform Quality Assurance (QA) testing based on established program and defined test scripts
- Develop and maintain a formal inventory of errors identified through QA testing and partner with LOB Stakeholders, Corporate Tax, and Controls Team to document remediation plans
- On-going maintenance of related QA Testing Program documentation including Standard Operating Procedures, Team Operating Model, SharePoint Site, etc.
- Assist with updates and presentations for stakeholder and senior management forums
- Organize and maintain the Governance and Oversight SharePoint site
- Assist other areas within the Governance and Oversight Team, as required
**Experience/Qualifications**:
- Advanced knowledge designing solutions in UiPath, Alteryx, Xceptor, and Tableau
- 1-3 years of tax information reporting and withholding (IRW) experience
- Experience in / knowledge of at least one of the following areas: tax form validation, withholding determinations, and year-end tax reporting
- Quality Assurance experience preferred
- Advanced proficiency in Microsoft toolsets in addition to SharePoint
- Strong analytical and problem-solving skills
- Demonstrated ability to successfully lead within changing control/regulatory environment
- Strong attention to detail and ability to work independently
- A quick learner who is highly motivated, results oriented, collaborative and with a strong sense of integrity
- Strong relationship management and communication skills (written and verbal)
- Bachelor's degree in Business, Information Systems, or related field
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. 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.
This advertiser has chosen not to accept applicants from your region.
2
Cib- - Client Onboarding & Documentation-client Tax
Mumbai, Maharashtra
JPMorgan Chase Bank, N.A.
Posted today
Job Viewed
Job Description
Digital & Platform Services (D&PS) combines Technology, Operations, Digital, Design, AI, Data Science and Data Analytics teams to provide industry-leading services to our clients today, and to envision, develop, and create the products and platforms that clients will rely on in the future. The Client Tax Documentation Operations (CTDO) team is part of the Tax Utility under the Corporate & Investment Bank within D&PS. The CTDO Team supports the various CIB, CCB and CB groups through tax form validation and implementation of new tax regulatory controls.
This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction.
Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.
As part of the CTDO Operational Analytics team, this role will be responsible for developing KPIs, KCIs, OKRs, reports and visualizations in dashboards using Tableau.
The Tableau dashboards need to be built from the ground up and need to do enhancement for the existing one, so extensive experience with data extraction and transformation scripts using Alteryx for complex data sets is essential.
Experience using UI-Path RPA/Xceptor are advantageous for this role.
**Responsibilities**:
- Work with the Automation lead to identify and deliver Analytics and report automation solutions
- Develop best in class Dashboards/visualizations to generate actionable insights
- Develop scalable data preparation, maintenance, and reporting procedures that can be leveraged by business units and functional areas across the firm
- Implement data evaluation techniques aimed at measuring business risks and control issues
- Develop re-usable tools that can be leveraged by business units across the firm
- Perform data deep dives as needed using various techniques such as machine learning and text mining.
- Collaborate with business managers and developers to integrate the results with existing systems
- Comply with JPMC procedures and QA best practices to ensure the quality of data, models and outputs
- Stay abreast of new tools and technologies to practice up-to-date data evaluation strategies
- Collaborate with stakeholders across the firm to integrate results with existing systems and processes
**Education**:
Graduate or post graduate in computer science or related discipline.
**Experience and Technical Skills**:
- 5+ years Tableau Analyst Developer experience in a large, matrix structured, mission-critical (preferably financial services) environment.
- Proven ability to strategically develop complex, highly-visible analytical dashboards from concept through implementation
- Strong SQL knowledge - demonstrated through active usage of SQL to query and engineer data
- Detailed knowledge and track record of delivery in Tableau
- Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.)
- Get-it-done mindset with a strong bias towards action.
- Ability to translate ambiguous business problems into a conceptual analytical and technical architecture
**Essential Skills**:
- Tableau / Qlik View / Power BI Development Experience
- SQL Queries
- Alteryx Designer
- Alteryx Server
**Preferred Skills**:
- MS SQL Server, Oracle, Hadoop
- GIT, JIRA, Confluence
- other Big Data Technologies
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 b
This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction.
Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.
As part of the CTDO Operational Analytics team, this role will be responsible for developing KPIs, KCIs, OKRs, reports and visualizations in dashboards using Tableau.
The Tableau dashboards need to be built from the ground up and need to do enhancement for the existing one, so extensive experience with data extraction and transformation scripts using Alteryx for complex data sets is essential.
Experience using UI-Path RPA/Xceptor are advantageous for this role.
**Responsibilities**:
- Work with the Automation lead to identify and deliver Analytics and report automation solutions
- Develop best in class Dashboards/visualizations to generate actionable insights
- Develop scalable data preparation, maintenance, and reporting procedures that can be leveraged by business units and functional areas across the firm
- Implement data evaluation techniques aimed at measuring business risks and control issues
- Develop re-usable tools that can be leveraged by business units across the firm
- Perform data deep dives as needed using various techniques such as machine learning and text mining.
- Collaborate with business managers and developers to integrate the results with existing systems
- Comply with JPMC procedures and QA best practices to ensure the quality of data, models and outputs
- Stay abreast of new tools and technologies to practice up-to-date data evaluation strategies
- Collaborate with stakeholders across the firm to integrate results with existing systems and processes
**Education**:
Graduate or post graduate in computer science or related discipline.
**Experience and Technical Skills**:
- 5+ years Tableau Analyst Developer experience in a large, matrix structured, mission-critical (preferably financial services) environment.
- Proven ability to strategically develop complex, highly-visible analytical dashboards from concept through implementation
- Strong SQL knowledge - demonstrated through active usage of SQL to query and engineer data
- Detailed knowledge and track record of delivery in Tableau
- Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.)
- Get-it-done mindset with a strong bias towards action.
- Ability to translate ambiguous business problems into a conceptual analytical and technical architecture
**Essential Skills**:
- Tableau / Qlik View / Power BI Development Experience
- SQL Queries
- Alteryx Designer
- Alteryx Server
**Preferred Skills**:
- MS SQL Server, Oracle, Hadoop
- GIT, JIRA, Confluence
- other Big Data Technologies
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 b
This advertiser has chosen not to accept applicants from your region.
3
Cib- - Client Onboarding & Documentation-client Tax
Mumbai, Maharashtra
JPMorgan Chase Bank, N.A.
Posted today
Job Viewed
Job Description
Digital & Platform Services (D&PS) combines Technology, Operations, Digital, Design, AI, Data Science and Data Analytics teams to provide industry-leading services to our clients today, and to envision, develop, and create the products and platforms that clients will rely on in the future. The Client Tax Documentation Operations (CTDO) team is part of the Tax Utility under the Corporate & Investment Bank within D&PS. The CTDO Team supports the various CIB, CCB and CB groups through tax form validation and implementation of new tax regulatory controls.
This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction.
Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.
As part of the CTDO Operational Analytics team, this role will be responsible for developing KPIs, KCIs, OKRs, reports and visualizations in dashboards using Tableau.
The Tableau dashboards need to be built from the ground up and need to do enhancement for the existing one, so extensive experience with data extraction and transformation scripts using Alteryx for complex data sets is essential.
Experience using UI-Path RPA/Xceptor are advantageous for this role.
**Responsibilities**:
- Work with the Automation lead to identify and deliver Analytics and report automation solutions
- Develop best in class Dashboards/visualizations to generate actionable insights
- Develop scalable data preparation, maintenance, and reporting procedures that can be leveraged by business units and functional areas across the firm
- Implement data evaluation techniques aimed at measuring business risks and control issues
- Develop re-usable tools that can be leveraged by business units across the firm
- Perform data deep dives as needed using various techniques such as machine learning and text mining.
- Collaborate with business managers and developers to integrate the results with existing systems
- Comply with JPMC procedures and QA best practices to ensure the quality of data, models and outputs
- Stay abreast of new tools and technologies to practice up-to-date data evaluation strategies
- Collaborate with stakeholders across the firm to integrate results with existing systems and processes
**Education**:
Graduate or post graduate in computer science or related discipline.
**Experience and Technical Skills**:
- 5+ years Tableau Analyst Developer experience in a large, matrix structured, mission-critical (preferably financial services) environment.
- Proven ability to strategically develop complex, highly-visible analytical dashboards from concept through implementation
- Strong SQL knowledge - demonstrated through active usage of SQL to query and engineer data
- Detailed knowledge and track record of delivery in Tableau
- Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.)
- Get-it-done mindset with a strong bias towards action.
- Ability to translate ambiguous business problems into a conceptual analytical and technical architecture
**Essential Skills**:
- Tableau / Qlik View / Power BI Development Experience
- SQL Queries
- Alteryx Designer
- Alteryx Server
**Preferred Skills**:
- MS SQL Server, Oracle, Hadoop
- GIT, JIRA, Confluence
- other Big Data Technologies
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 b
This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction.
Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.
As part of the CTDO Operational Analytics team, this role will be responsible for developing KPIs, KCIs, OKRs, reports and visualizations in dashboards using Tableau.
The Tableau dashboards need to be built from the ground up and need to do enhancement for the existing one, so extensive experience with data extraction and transformation scripts using Alteryx for complex data sets is essential.
Experience using UI-Path RPA/Xceptor are advantageous for this role.
**Responsibilities**:
- Work with the Automation lead to identify and deliver Analytics and report automation solutions
- Develop best in class Dashboards/visualizations to generate actionable insights
- Develop scalable data preparation, maintenance, and reporting procedures that can be leveraged by business units and functional areas across the firm
- Implement data evaluation techniques aimed at measuring business risks and control issues
- Develop re-usable tools that can be leveraged by business units across the firm
- Perform data deep dives as needed using various techniques such as machine learning and text mining.
- Collaborate with business managers and developers to integrate the results with existing systems
- Comply with JPMC procedures and QA best practices to ensure the quality of data, models and outputs
- Stay abreast of new tools and technologies to practice up-to-date data evaluation strategies
- Collaborate with stakeholders across the firm to integrate results with existing systems and processes
**Education**:
Graduate or post graduate in computer science or related discipline.
**Experience and Technical Skills**:
- 5+ years Tableau Analyst Developer experience in a large, matrix structured, mission-critical (preferably financial services) environment.
- Proven ability to strategically develop complex, highly-visible analytical dashboards from concept through implementation
- Strong SQL knowledge - demonstrated through active usage of SQL to query and engineer data
- Detailed knowledge and track record of delivery in Tableau
- Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.)
- Get-it-done mindset with a strong bias towards action.
- Ability to translate ambiguous business problems into a conceptual analytical and technical architecture
**Essential Skills**:
- Tableau / Qlik View / Power BI Development Experience
- SQL Queries
- Alteryx Designer
- Alteryx Server
**Preferred Skills**:
- MS SQL Server, Oracle, Hadoop
- GIT, JIRA, Confluence
- other Big Data Technologies
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 b
This advertiser has chosen not to accept applicants from your region.
4
Australian Tax Client Service Coordinator
Ahmedabad, Gujarat
Safebooks Global Pvt Ltd
Posted today
Job Viewed
Job Description
Job Title: Virtual Assistant (Australian Tax Client Service Coordinator) – Australian Division
Work Hours: 5:00 AM to 2:00 PM (IST)
Work Mode: Work from Office (WFO)
Location: Ahmedabad
Working Days: Monday to Friday
Joining: Immediate Joiner Required
Job Description:
We are seeking a proactive and detail-oriented Australian Tax Client Service Coordinator to support our Australian division , primarily in handling client inquiries related to GST, personal tax returns, and company tax returns .
The ideal candidate will have excellent communication skills , a strong understanding of basic accounting concepts , and the ability to manage client queries in a professional and efficient manner.
Key Responsibilities:
- Respond to incoming client calls and handle inquiries related to:
- GST filings
- Personal tax returns
- Company tax returns
- Follow the standard client interaction process:
- Email Address Collection:
- Request and confirm the client’s email address
- Check for Prior Submission:
- Ask if documents have already been submitted.
- If yes, confirm the email used for submission.
- If no, advise the client to send documents.
Requirements
Required Skills and Qualifications:
- Excellent spoken and written English communication skills
- Basic to intermediate accounting knowledge (GST, tax returns, BAS)
- Strong organizational and time management skills
- Ability to handle client communication professionally and with empathy
- Proficiency in using online platforms.
- Quick learner with the ability to follow procedures and update records accurately
Preferred Candidate Profile:
- Experience working with Australian clients or knowledge of Australian taxation is a plus
- Previous experience in a virtual assistant or customer support role
- Available for immediate joining
Benefits
Benefits
Job Timings and Perks:
- 5:00 AM to 02:00 PM (Morning Shift) - Mon to Fri
- Competitive Salary Package
To Apply:
Send your resume + a short note on how you’ve helped a company grow to or
This advertiser has chosen not to accept applicants from your region.
5
Australian Tax Client Service Coordinator
Ahmedabad, Gujarat
Safebooks Global Pvt Ltd
Posted today
Job Viewed
Job Description
Job Description
Requirements
Benefits
Requirements
Required Skills and Qualifications: Excellent spoken and written English communication skills Basic to intermediate accounting knowledge (GST, tax returns, BAS) Strong organizational and time management skills Ability to handle client communication professionally and with empathy Proficiency in using online platforms. Quick learner with the ability to follow procedures and update records accurately Preferred Candidate Profile: Experience working with Australian clients or knowledge of Australian taxation is a plus Previous experience in a virtual assistant or customer support role Available for immediate joining
Job Title: Virtual Assistant (Australian Tax Client Service Coordinator) – Australian Division
Work Hours: 5:00 AM to 2:00 PM (IST)
Work Mode: Work from Office (WFO)
Location: Ahmedabad
Working Days: Monday to Friday
Joining: Immediate Joiner Required
Job Description:
We are seeking a proactive and detail-oriented Australian Tax Client Service Coordinator to support our Australian division , primarily in handling client inquiries related to GST, personal tax returns, and company tax returns .
The ideal candidate will have excellent communication skills , a strong understanding of basic accounting concepts , and the ability to manage client queries in a professional and efficient manner.
Key Responsibilities:
- Respond to incoming client calls and handle inquiries related to:
- GST filings
- Personal tax returns
- Company tax returns
- Follow the standard client interaction process:
- Email Address Collection:
- Request and confirm the client’s email address
- Check for Prior Submission:
- Ask if documents have already been submitted.
- If yes, confirm the email used for submission.
- If no, advise the client to send documents.
Requirements
Required Skills and Qualifications:
- Excellent spoken and written English communication skills
- Basic to intermediate accounting knowledge (GST, tax returns, BAS)
- Strong organizational and time management skills
- Ability to handle client communication professionally and with empathy
- Proficiency in using online platforms.
- Quick learner with the ability to follow procedures and update records accurately
Preferred Candidate Profile:
- Experience working with Australian clients or knowledge of Australian taxation is a plus
- Previous experience in a virtual assistant or customer support role
- Available for immediate joining
Benefits
Benefits
Job Timings and Perks:
- 5:00 AM to 02:00 PM (Morning Shift) - Mon to Fri
- Competitive Salary Package
To Apply:
Send your resume + a short note on how you’ve helped a company grow to or
Requirements
Required Skills and Qualifications: Excellent spoken and written English communication skills Basic to intermediate accounting knowledge (GST, tax returns, BAS) Strong organizational and time management skills Ability to handle client communication professionally and with empathy Proficiency in using online platforms. Quick learner with the ability to follow procedures and update records accurately Preferred Candidate Profile: Experience working with Australian clients or knowledge of Australian taxation is a plus Previous experience in a virtual assistant or customer support role Available for immediate joining
This advertiser has chosen not to accept applicants from your region.
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6
Tax Operations- Firm & Client W/H-Senior Associate-Bengaluru
Bengaluru, Karnataka
Goldman Sachs
Posted today
Job Viewed
Job Description
YOUR IMPACT
At Goldman Sachs, joining the Tax Operations team offers a compelling opportunity to contribute significantly to critical regulatory implementations within a challenging and evolving financial landscape. This role is designed for a dedicated professional eager to advance their career while engaging in a diverse and highly rewarding function.
This position is integral to a global team, where you will actively drive strategic initiatives in a continually transforming environment. We seek an energetic, enthusiastic, and driven individual who thrives on dynamic challenges and is committed to realizing their full potential.
OUR IMPACT
The Tax Operations at Goldman Sachs is a dynamic and multi-faceted core function. Operations professionals are integral to developing and continually enhancing the processes, controls, and systems that ensure accuracy, timeliness, and integrity across all business flows, thereby providing essential risk management and preserving the firm's reputation.
Within this critical division, Tax Operations functions as a cross-product team, directly contributing to the firm's success. This team is responsible for analyzing and supporting the firm's activities, operations, reporting obligations, and transactions, meticulously evaluating tax consequences and mitigating reputational risks. Key responsibilities include comprehensive Tax Reporting, Documentation, and Withholding support on a global scale, maintaining the integrity of the firm's compliance with reporting authorities worldwide, and managing inquiries from various business lines.
HOW YOU WILL FULFILL YOUR POTENTIAL
SKILLS & EXPERIENCE WE’RE LOOKING FOR - BASIC QUALIFICATIONS
PREFERRED QUALIFICATIONS
Bachelor’s degree in accounting/finance or business administration
This advertiser has chosen not to accept applicants from your region.
7