Client Tax Analyst

Location: Bengaluru, Karnataka, India

Job Family: Client Tax

About the Role

At JP Morgan Chase, we are at the forefront of financial innovation, and our Client Tax team plays a pivotal role in ensuring seamless compliance and client satisfaction. As a Client Tax Analyst in our Bengaluru office, you will join a dynamic group dedicated to managing tax documentation for our global clientele. This role offers the opportunity to build a rewarding career in tax services within one of the world's most respected financial institutions, where creativity and excellence are not just encouraged but essential. You will contribute to high-impact projects that support our commitment to regulatory adherence and operational efficiency in the financial services industry. Your primary focus will be on reviewing, validating, and processing client tax documentation to comply with international standards like FATCA, CRS, and various withholding tax protocols. Working closely with legal, compliance, and front-office teams, you will analyze forms such as W-8 and W-9 series, resolve discrepancies, and provide expert guidance during client onboarding. This position demands a keen eye for detail and the ability to navigate complex tax regulations, ensuring that JP Morgan Chase maintains its reputation for integrity and precision in tax reporting. In addition to core responsibilities, you will monitor evolving tax laws, contribute to process enhancements using cutting-edge tools, and assist in audits to uphold data accuracy. This role is ideal for professionals passionate about the intersection of finance and taxation, offering exposure to diverse financial products and global markets. Join us in Bengaluru to leverage your expertise in a supportive environment that values innovation and professional growth, helping shape the future of client tax services at JP Morgan Chase.

Key Responsibilities

• Review and validate client tax documentation to ensure compliance with global tax regulations such as FATCA and CRS
• Analyze client tax forms (e.g., W-8/W-9 series) for accuracy and completeness, identifying and resolving discrepancies
• Collaborate with cross-functional teams including legal, compliance, and client services to mitigate tax risks
• Prepare and submit tax reports to regulatory authorities and internal stakeholders
• Support client onboarding by providing tax advisory and documentation guidance
• Monitor changes in tax laws and update internal processes accordingly
• Conduct audits of tax documentation to maintain high standards of accuracy and efficiency
• Assist in resolving client inquiries related to tax withholding and reporting
• Contribute to process improvements in tax documentation workflows using innovative tools
• Ensure data integrity in JP Morgan's tax management systems

Required Qualifications

• Bachelor's degree in Finance, Accounting, Taxation, or a related field
• Minimum of 2 years of experience in tax documentation, compliance, or financial services
• Strong understanding of tax regulations including FATCA, CRS, and withholding tax requirements
• Proficiency in Microsoft Excel and tax-related software tools
• Excellent attention to detail and analytical skills
• Ability to work in a fast-paced, global team environment
• Fluency in English; knowledge of additional languages is a plus

Preferred Qualifications

• CPA, CA, or equivalent certification in taxation
• Experience with JP Morgan Chase systems or similar banking platforms
• Prior work in client onboarding and KYC processes
• Familiarity with international tax treaties and reporting standards
• Advanced degree in Taxation or Finance

Required Skills

• Tax compliance and regulatory knowledge
• Analytical and problem-solving abilities
• Attention to detail
• Proficiency in Excel and data analysis tools
• Knowledge of FATCA, CRS, and OECD standards
• Strong communication and interpersonal skills
• Time management and prioritization
• Team collaboration and stakeholder management
• Adaptability to changing regulations
• Basic understanding of financial products and services
• Report writing and documentation skills
• Risk assessment and mitigation
• Customer service orientation
• Technical aptitude for banking software
• Ethical judgment in handling sensitive data

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement
• Employee wellness initiatives, including gym memberships and mental health support
• Flexible work arrangements and hybrid work options in Bengaluru
• Global mobility opportunities within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.