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Client Tax - Associate



Mumbai, Maharashtra, India
Posted on Tuesday, July 2, 2024

Job Description

Build your career while working in the world’s most innovative bank which values creativity and excellence.

You are a strategic thinker passionate about driving solutions. You have found the right team.

Job responsibilities

  • Monitoring and reviewing of the Event Notifications for offering client with Relief at source & Quick Refund. Understanding of the types of documentation requirements as well as Tax Rates applicable for offering Relief at source & Quick Refund. Dedicated and Focused approach with adherence to timelines is critical.
  • Partnering closely with the extended teams within Tax Ops as well as outside of tax operations (Client Services/ Product/ Technology)
  • Act as the escalation point for the local team members.
  • Partnering with the Tax Operations team globally to execute tax services for CIB clients.
  • Ensure a strong and stable operational environment with robust controls, checks and balances.
  • Ensure a client-centric approach is core across the team.
  • Ensure the organization is always compliant with applicable laws and regulations.
  • Ensure a clear, regular, and consistent communication plan across the team.
  • Good knowledge of end-to-end process flow, SOPs and validation points. Have a good industry knowledge of International Tax reclaims processing.
  • Influence technology on system enhancements and ability to articulate stakeholders on various change management initiatives.
  • Developing and implementing tools to manage and improve quality and accuracy. Identify opportunities for process efficiency & implement in a controlled manner.
  • Responsible for undertaking the day-to-day operations within the team, acting as the point of contact for the aligned country or line of business, ensuing tax compliance obligations are met, control procedures are adhered to and internal stakeholders are regularly communicated with.
  • 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.

Required qualifications, capabilities, and skills

  • Graduate or Post-Graduate with at least 5 years’ experience in operations.
  • Familiarity with withholding tax and tax operations for various Markets
  • At least 3 years of work experience as a 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.
  • Detail oriented and ability to work in a dynamic environment with conflicting priorities.
  • Strong analytical skills to review evolving market practices, assess oversight metrics, results identify trends.
  • Demonstrate high emotional intelligence, with sound networking and influencing skills.
  • Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently.
  • Strong problem-solving and decision-making skills.
  • Skilled in MS office applications including Outlook, PowerPoint, Excel and Word.

Preferred qualifications, capabilities, and skills

  • Relevant Tax market knowledge or industry experience
  • Knowledge of financial markets and banking preferred.
  • Advanced knowledge of Alteryx, Tableau and UI path (preferred)