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Wealth Management IPB Tax Operations Analyst

2.00 to 3.00 Years   Mumbai City   27 Apr, 2019
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

IPB Tax team enables preparation of UK Capital Gain Tax statements for UK clients and does US Tax With-holding review for non-resident alien clients having US source income.KEY PERFORMANCE AREASPerforming reconciliation between the banking system & tax system for Preparation and review of tax returns/accounting with limited supervision.Liaising with OPS teams like Pricing& Coding team, Corporate Action team etc.Interpretation and applying of Corporate Events and fund related movementsAscertaining tax codes for US securities by checking market sources.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.Maintain KPI, SOP and other MIS.Graduate or Post Graduate

  • Knowledge of securities
  • Knowledge of corporate actions, security transfers would be preferred
  • Candidate with some understanding of tax gain and loss would be preferred
  • 2-3 years of relevant work experience
  • MS Excel
  • Excellent written and verbal communication skills
  • Accuracy and attention to details
  • Good problem solving skills
  • Ability to work under pressure and organize tasks efficiently
  • Team player, helps other and seeks guidance when required
,

Keyskills :
managementoperationsnalystfinancialwealthanalysis

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