JPMorgan Chase India | Client Tax Analyst

Job responsibilities

• As a Client Tax Analyst within Client Tax Operations, you execute accurate and timely tax reclaim filings and manage key process risks across client and partner relationships.
• Own the accurate and timely completion of tax reclaim filings within required submission windows.
• Coordinate supporting documentation with partners in the United Kingdom to meet filing requirements.
• Update core processing applications with transaction and workflow statuses.
• Respond to inquiries from client-facing teams and sub-custodian counterparts.
• Maintain high accuracy across daily deliverables and reconciliations.
• Support the development of new processes and controls, ensuring they are documented and communicated clearly.
• Build strong relationships across teams and act as an escalation point for select cross-department issues.
• Make your mark by strengthening global tax reclaim execution, deepening regulatory knowledge, and building cross-functional partnerships in a dynamic team.
• Recommend process improvements that reduce manual intervention and enhance control outcomes.
• Escalate issues promptly and drive them through to resolution, highlighting risks, dependencies, and mitigations.
• Adhere to guidelines, procedures, rules, and regulations while meeting service level agreements and individual targets.
• Communicate clearly in writing and verbally, including concise and logical documentation.
• Collaborate effectively with partners and stakeholders across functions.
• Use Microsoft Office tools effectively, including Excel and PowerPoint.

Requirements

• Hold a Bachelor’s or Master’s degree with an accounting and taxation background.
• Maintain 3+ years of experience in tax operations, tax processing, or closely related work.
• Solve problems using strong data management and analytical skills.
• Demonstrate knowledge of tax markets or relevant industry experience.
• Apply knowledge of financial markets and banking concepts.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

JPMorgan Chase

JPMorgan Chase & Co. is one of the world's largest financial services firms, active in investment banking, commercial banking, asset and wealth management, and payments.

Its Indian global centres support the firm worldwide in finance, accounting, tax, controllership, risk, operations and technology. Typical roles for CAs and CPAs are product control, financial reporting, tax and regulatory reporting.

• Industry: Banking and financial services
• Headquarters: New York, USA
• In India: Corporate and investment banking in Mumbai; global corporate centres in Mumbai, Bengaluru and Hyderabad