Client Tax Analyst

Client Tax Analyst

This position is an opportunity for a suitably experienced candidate to join a dynamic organization and gain exposure. Build your career in Tax Operations while working in the world’s most innovative bank which values creativity and excellence. This role provides an opportunity to learn new types of tax laws, understand changes in tax laws and its implications, and building good working relations with cross functional/geographical teams.

The Client Tax Operations utility in India consists of 150+ staff and is responsible for the accurate and timely processing of withholding, reporting, reclaim filing and relief at source function in over 100 markets globally. The Client Tax Analyst will be responsible for execution of the key business objectives, processes and managing business risks for key client/partner relationships across the Corporate & Investment Bank. Candidate will be primarily responsible for preparing reclaim forms and ensuring accurate and complete filing to the sub-custodian/tax authority. This is a dynamic function requiring consistent compliance and controls, enhanced response to regulatory and market changes and operational excellence in our business processes and technology.

Job responsibilities

• Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of the clients, within the stipulated window. 
• Working with partners in the UK to assemble supporting documentation requirements.
• Updating the core processing applications with transaction statuses
• Responding to enquiries from client-facing staff and sub-custodian queries.
• Ensuring 100% accuracy in processing daily deliverables 
• 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.

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+ years of experience.
• Chartered Accountant or equivalent degree
• Ability to drive results through a "hands-on" approach. 
• 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.

Preferred qualifications, capabilities, and skills

• Relevant Tax market knowledge or industry experience
• Knowledge of financial markets and banking preferred

• Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently.