Unlock your potential by strengthening global tax reporting through expert guidance, disciplined controls, and smart automation with room to grow.

As a/an Tax Associate within Securities Services, you will deliver accurate, timely, and audit-ready tax withholding and information reporting that protects clients and supports financial system integrity. You will apply deep knowledge of United States and international tax withholding and reporting regimes, including the Foreign Account Tax Compliance Act, the Common Reporting Standard, and United States Internal Revenue Code Chapters 3, 4, and 61. You will partner with the business to improve end-to-end reporting processes across data sourcing, validation, controls, issue management, reconciliations, and filing deliverables, while using automation and analytics to improve quality and reduce manual effort.

Job Responsibilities:

• Serve as a key subject matter expert on Foreign Account Tax Compliance Act, Common Reporting Standard, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the global custody business





• Leverage workflow automation, rules-based controls, and analytics to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs to support completeness, consistency, and audit readiness

• Demonstrate end-to-end knowledge of the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (such as Forms 1042-S and 1042, the 1099 series, and global tax reports)

• Partner with stakeholders to execute reporting processes accurately and on time

• Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing competing deadlines while escalating risks, bottlenecks, and resourcing needs to protect quality outcomes

• Advise on documentation requirements, withholding determinations, and reporting obligatio

📌 Client Tax Associate (Mumbai)
🏢 JPMorgan Chase
📍 Mumbai