Client Tax Analyst

Posted Yesterday
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Mumbai, Maharashtra, IND
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Execute tax reclaim filings and update processing systems for global clients, ensure accuracy and timely delivery, respond to enquiries, collaborate with partners, and suggest process improvements to maintain compliance and controls.
Summary Generated by Built In

Drive operational excellence in global client tax processing, supporting over 100 markets with precision and compliance. Be part of a dynamic team that ensures timely tax reclaims and adapts to evolving regulatory and market demands.

Job Summary


As a Client Tax Analyst within the Client Tax Operations utility in India, you play a critical role in ensuring accurate and timely tax processing for key client and partner relationships across the Corporate & Investment Bank. You will execute core business objectives, manage business risks, and prepare reclaim forms for submission to sub-custodians and tax authorities. This dynamic function demands consistent compliance, strong controls, and adaptability to regulatory and market changes.

 Job Responsibilities 

  • Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of clients within stipulated deadlines
  • Collaborate with UK partners to assemble supporting documentation requirements
  • Update core processing applications with transaction statuses
  • Respond promptly to enquiries from client-facing staff and sub-custodian queries
  • Maintain 100% accuracy in processing daily deliverables
  • Continually suggest improvements to enhance processes and reduce manual intervention
  • Work diligently to meet strict and tight deadlines, assisting with development initiatives

Required qualifications, skills and capabilities 

  • Demonstrate strong attention to detail and commitment to accuracy
  • Exhibit excellent organizational and time management skills
  • Communicate effectively with internal and external stakeholders
  • Adapt quickly to regulatory and market changes in a dynamic environment

Preferred qualifications, skills and capabilities 

  • Experience in tax operations or financial services
  • Familiarity with global tax reclaim processes and documentation
  • Proficiency in using core processing applications and related technology
  • Ability to identify and implement process improvements
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 TeamJ.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 business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Strong attention to detail and commitment to accuracy
  • Excellent organizational and time management skills
  • Effective communication with internal and external stakeholders
  • Ability to adapt quickly to regulatory and market changes
  • Experience in tax operations or financial services
  • Familiarity with global tax reclaim processes and documentation
  • Proficiency in using core processing applications and related technology
  • Ability to identify and implement process improvements

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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