Client Tax Documentation Operations – Senior Specialist

As a Client Tax Documentation Operations Senior Specialist, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding.

Job responsibilities

• Validation of various regulatory documents submitted by the Customers
• Ensure that all Customer requests are completed timely by adhering to procedures and guidelines
• Ensure in performing due diligence of all required processing steps and check parameters defined in the process.
• Ensure all exceptions or deviations are escalated to management on timely basis.
• Meet all the productivity and accuracy targets defined for the process

Required qualifications, capabilities and skills 

• Bachelor’s degree in B.Com or B.A with 1-2 years of work experience
• Good working knowledge of all MS Office applications particularly Excel Soft Skills
• Effective time management skills and communication skills
• Customer Focus and Service Oriented mindset
• Ability to collaborate, partner and work in a team environment
• Ability to identify process improvement opportunities and willingness to learn on additional sub processes
• Prioritizing and executing initiatives, tasks and details in an efficient manner

Preferred qualifications, capabilities and skills 

• Work experience in back office/financial service industry preferred

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.