JP Morgan Chase – Client Tax Operations Associate – CA J.P. Morgan

The Corporate Institute; Mumbai; On-site; INR 1,600,000 - 2,500,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an experienced Client Tax Operations Associate to lead day-to-day execution of key tax processes, manage business risk, and support client and partner relationships across commercial and investment banking.

You will oversee global tax operations, monitor tax payable/receivable, and drive improvements in accuracy, controls, and service quality while ensuring compliance with evolving tax laws.

Qualifications

• Graduate or postgraduate degree required.
• CA qualification or equivalent with post-qualification experience.
• Strong knowledge of taxation and tax operations across markets.
• Excellent written and verbal communication with concise documentation.
• High standards of risk management and operational control.
• Ability to manage multiple priorities with attention to detail.
• Proficient in MS Office applications.

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 and trends.
• Oversee nostro queue activity and ensure timely breaking of items.
• Process tax refunds with accuracy and proper approvals.
• Escalate complex issues as senior local point of contact.
• Partner with global stakeholders on withholding, reporting, and relief-at-source services.
• Strengthen risk and control frameworks with robust checks and audit-ready evidence.
• Champion a client-centric operating model and improve service quality.
• Ensure compliance with laws, regulations and internal procedures including tax changes.
• Develop tools and oversight routines to improve accuracy and efficiency.
• Influence technology enhancements by defining requirements and supporting testing.

Skills

Taxation knowledge

Communication skills

Risk management

Attention to detail

MS Office

Education

Graduate or postgraduate degree

Chartered Accountant qualification

Tools

Alteryx

Tableau

UiPath

Big 4 experience

Job description

Role Overview:

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, you lead daily execution of key tax operations processes while managing business risk and supporting client and partner relationships across commercial and investment banking.

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:

• – Graduate or postgraduate degree
• – 8+ years of operations experience
• – Chartered Accountant qualification or equivalent with 5+ years of post-qualification experience
• – Strong knowledge of taxation and tax operations across multiple markets
• – Excellent communication skills and ability to produce concise documentation
• – High standards of risk management and operational control
• – Ability to manage competing priorities with strong attention to detail
• – Proficiency in Microsoft Office applications including Outlook, PowerPoint, Excel, and Word

Preferred Qualifications:

• – Relevant tax market knowledge and industry experience
• – Knowledge of financial markets and banking
• – Advanced knowledge of Alteryx, Tableau, and UiPath
• – Experience from a Big 4 professional services firm
• – Experience using AI-powered analytics, workflow automation, or intelligent process tools