Client Tax - Associate

JP Morgan Chase; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

JPMorganChase in Mumbai seeks an experienced Client Tax Operations Associate to lead daily tax operations, manage risk, and support client and partner relationships across global markets. You will collaborate with cross-functional and geographically distributed teams to deliver accurate, timely, and well-controlled outcomes while driving process improvements and technology-enabled execution.

The role requires 8+ years of operations experience, CA qualification or equivalent, and a hands-on

Qualifications

• Earn a graduate or postgraduate degree.
• 8+ years of operations experience.
• Apply knowledge of taxation and tax operations across multiple markets.
• Hold a Chartered Accountant qualification or equivalent and demonstrate 5+ years of post-qualification experience.
• Drive results with hands-on delivery and execution.
• Communicate clearly in writing and verbally with concise documentation.
• Maintain high risk management and operational controls.
• Manage competing priorities with attention to detail.

Responsibilities

• Lead a team delivering controlled client tax operations execution and queue management across global markets.
• Monitor tax payable and receivable accounts and report key metrics, trends, and exceptions.
• Oversee nostro queue activity and ensure timely clearing of breaks, failures, and pending items.
• Process tax refund monies with accuracy, timeliness, and proper approvals and documentation.
• Escalate complex issues as senior point of contact for the local team.
• Partner with global tax ops stakeholders to execute withholding, reporting, reclaim filing, and relief-at-source services.
• Strengthen risk and controls with robust checks and audit-ready evidence.
• Improve responsiveness and service quality for client-centric operations.
• Ensure compliance with laws, regulations, and internal procedures, including tax rule changes.
• Develop tools and oversight routines to improve quality and efficiency in a controlled manner.
• Influence technology enhancements by defining requirements and managing change communications.

Education

Graduate or postgraduate degree

Chartered Accountant (CA) qualification or equivalent

Tools

Alteryx

Tableau

UiPath

Job description

Job Description

Make your mark by leading client tax operations work that helps teams navigate tax law change, strengthen controls, and accelerate your career growth and mobility.

As a Client Tax Operations Associate within Client Tax Operations, you lead daily execution of key tax operations processes while managing business risk and supporting client and partner relationships across commercial and investment banking. You partner with cross-functional and geographically distributed teams to deliver accurate, timely, and well-controlled outcomes across global markets. You bring a strategic mindset and strong analytical judgment to continuously improve process quality, responsiveness, and technology-enabled execution.

Job Responsibilities

• Lead a team delivering controlled client tax operations execution and queue management across global markets
• Monitor tax payable and receivable accounts and report key metrics, trends, and exceptions
• Oversee nostro queue activity and ensure timely clearing of breaks, failures, and pending items
• Process tax refund monies with accuracy, timeliness, and appropriate approvals and documentation
• Escalate complex operational and stakeholder issues as the senior point of contact for the local team
• Partner with global tax operations stakeholders to execute withholding, reporting, reclaim filing, and relief-at-source services
• Strengthen risk and control frameworks through robust checks, balances, and audit-ready evidence
• Champion a client-centric operating model by improving responsiveness, service quality, and stakeholder experience
• Ensure ongoing compliance with applicable laws, regulations, and internal procedures, including adoption of tax rule changes
• Develop tools and oversight routines that improve quality, accuracy, and operational efficiency in a controlled manner
• Influence technology enhancements by articulating requirements, supporting testing, and managing change communications

Required Qualifications, Skills, And Capabilities

• Earn a graduate or postgraduate degree
• Demonstrate 8+ years of operations experience
• Apply knowledge of taxation and tax operations across multiple markets
• Hold a Chartered Accountant qualification or equivalent and demonstrate 5+ years of post-qualification experience
• Drive results through a hands‑on approach to delivery and execution
• Communicate clearly in writing and verbally, producing concise and logical documentation
• Maintain high standards of risk management and operational control
• Manage competing priorities with strong attention to detail in a dynamic environment
• Analyze oversight metrics and evolving market practices to identify trends and risks
• Exhibit high emotional intelligence with effective networking and influencing skills
• Use Microsoft Office applications including Outlook, PowerPoint, Excel, and Word

Preferred Qualifications, Skills, And Capabilities

• Demonstrate relevant tax market knowledge, industry experience, and industry benchmark qualifications
• Show knowledge of financial markets and banking
• Leverage advanced knowledge of Alteryx, Tableau, and UiPath
• Bring experience from a Big 4 professional services firm
• 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.

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 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.