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AWM - Wealth Management - Client Tax Specialist - Operations Analyst

3.00 to 5.00 Years   Mumbai City   13 Oct, 2021
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

KEY PERFORMANCE AREAS

  • Performing reconciliation between the banking system & tax system for Preparation of tax returns/accounting with limited supervision.
  • Meet service level standards for timeliness and accuracy.
  • Analysis of transactional activity from tax implication perspective.
  • Interpretation and applying of Corporate Events and fund related movements
  • Ability to learn new types of tax laws.
  • Clear understanding of changes in tax laws and its implication to the return.
  • Good communication skills; time management skills; ability to work under pressure; analytical; problem solving skills; and team player.
  • Accuracy and attention to detail are mandatory
  • Experience using MS Office products such as excel, word and access required.
MINIMUM REQUIREMENTS Responsible for preparing tax returns/preparing accounting/account administration activities.
  • Performing reconciliation between the banking system & tax system for Preparation/review of tax returns/accounting with limited supervision.
  • Review of tax returns/accounting with limited supervision for UK clients.
  • Able to perform job of a reviewer.
  • Problem solving skills for query handling & resolution
  • Able to help TM and resolve their queries.
  • Able to impart training to new hires.
  • Meet service level standards for timeliness and accuracy.
  • Analysis of transactional activity from tax implication perspective
  • Ability to learn new types of tax laws.
  • Clear understanding of changes in tax laws and its implication to the return.
  • Good communication skills; time management skills; ability to work under pressure; analytical; problem solving skills; and team player.
  • Accuracy and attention to detail are mandatory
  • Experience using MS Office products such as excel, word and access required.
,

Keyskills :
communication skillsmismanagement skillsexceltime managementcorporate eventsaccountsms officeaccessslawordproblem solvingcustomer relationsservice levelbankingreportingtrainingtax

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