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 within Client Tax Operations, you lead daily execution of key tax operations processes while managing business risk and supporting client and partner relationships across commercial and investment banking. You bring a strategic mindset and strong analytical judgment to continuously improve process quality, responsiveness, and technology-enabled execution.

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

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

Earn a graduate or postgraduate degree

Demonstrate 8+ years of operations experience

Apply knowledge of taxation and tax operations across multiple markets

Hold a Chartered Accountant qualification or equivalent and demonstrate 5+ years of post-qualification experience

Communicate clearly in writing and verbally, producing concise and logical documentation

Maintain high standards of risk management and operational control

Analyze oversight metrics and evolving market practices to identify trends and risks

Exhibit high emotional intelligence with effective networking and influencing skills

Use Microsoft Office applications including Outlook, PowerPoint, Excel, and Word

Demonstrate relevant tax market knowledge, industry experience, and industry benchmark qualifications

Show knowledge of financial markets and banking

Leverage advanced knowledge of Alteryx, Tableau, and UiPath

Bring experience from a Big 4 professional services firm

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort,



or improve accuracy in operational processes.

JPMorganChase, 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.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 chance 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. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

📌 Audit and Tax Consultant (Mumbai)
🏢 JPMorgan Chase
📍 Mumbai