Client Tax Associate

Step into a key role as a Client Tax Associate within our Tax Cost team, where your expertise will drive the accurate updating of acquisition costs, dates, and tax codes for securities at the lot level. Your meticulous attention to detail will ensure the seamless maintenance of Tax forms (W8, W9) for our esteemed Private Banking clients.

As a Client Tax Associate within the Tax Cost team at J.P. Morgan Asset & Wealth Management, you will be responsible for updating the acquisition cost, acquisition date, and tax code for securities transferred at the lot level. You will also handle the maintenance of Tax forms (W8, W9) for Private Banking clients. Your role will require excellent people management skills, strong knowledge of taxation, and a collaborative approach to ensure business requirements are consistently met. You will also need to ensure adherence to turnaround time (TAT), service level agreements (SLA), and quality standards, while managing escalations effectively. Your contribution to processing tasks in the event of staff shortages will be crucial, and your active participation in global projects and local initiatives will be highly valued.

Job Responsibilities

• Demonstrate excellent people management skills to effectively lead both the process and team at the Mumbai location.
• Possess strong knowledge of taxation, with a preference for expertise in US tax regulations.
• Collaborate with the Bangalore location to ensure that business requirements are consistently met.
• Ensure adherence to turnaround time (TAT), service level agreements (SLA), and quality standards.
• Guarantee the accurate and timely completion of all operational procedures.
• Understand, follow, and demonstrate compliance with all risk and control regulations.
• Oversee work allocation and monitor progress.
• Manage escalations effectively.
• Be prepared to contribute to processing tasks in the event of staff shortages.
• Actively participate in and contribute to global projects and local initiatives.

Required qualifications, skills and capabilities:

• 8 years of relevant work experience (US Tax)
• 5+ years of People management experience
• Demonstrate a strong client focus by adhering to response times and maintaining high client satisfaction.
• Display leadership skills by collaborating with and influencing others to achieve objectives, with a strong aptitude for decision-making and problem-solving.
• Show assertiveness by challenging the status quo and expressing opinions confidently.
Prior experience with Private Banking Operations