Client Tax Analyst
Aumni
Job Description
As a Business Analyst and Reporting Specialist, you will be responsible for building relationships and communicating with internal teams. You will also be responsible for reporting, analyzing data, and process improvement.
Job Responsibilities
- Responsible for accuracy and timely, handling of Tax reclaim rejections with Tax Authority within the stipulated window.
- Preparing reconciliation across market where reclaims are filed with sub-custodian.
- Liaising with Tax authority globally via email or physical letter while responding on reclaim rejections.
- Updating and presenting key metric information to management.
- Ensuring 100% accuracy in processing daily and monthly deliverables.
- Regular chasers are sent to tax authority or sub-custodians to obtain reclaims status.
- Updating the core processing applications with transaction statuses
- Continually suggest improvements to enhance the process and reduce manual intervention.
- Work to strict and tight deadlines. Assist with the development of new processes or controls and ensure they are clearly documented and communicated.
- Ensure issues are raised / escalated and driven through to resolution. Ensure risks & dependencies are highlighted, with mitigation options presented.
- Comply with set guidelines, procedures, rules and regulations; work as a team to achieve SLA’s for the process and individual targets.
- Assist with training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents, and help drive control-centric environment.
- Strong client focus and relationship-building skills across lines of business, act as an escalation point for team and some cross department issues.
Required qualifications, capabilities and skills
- Bachelor’s or Master’s degree with accounting and taxation background with 3-6 years of experience.
- Chartered Accountant 1-2 years or equivalent degree.
- Enthusiastic and articulate with excellent communication and written skills with clear, concise & logical documentation ability.
- Must be able to maintain and operate in an environment of high standards of risk and control.
- Ability to work in a dynamic environment with conflicting priorities.
- Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment.
- Excellent relationship building and stakeholder management skills.
- Strong data management and problem-solving skills.
- Meticulous with strong analytical skills and a high aptitude for numbers and MS office (Excel, PowerPoint) proficiency.
- Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently.
About Us
JPMorgan Chase & Co., 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.