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Client Tax Specialist - Wealth Management Operations - AWM

1.00 to 4.00 Years   Delhi   31 Jan, 2023
JPMorgan
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Tax Cost is responsible for updating cost basis information at lot level on securities transferred which include acquisition cost, acquisition date and tax code. This information eventually flows into client tax forms like 1099 B as it helps in gain/loss calculation.
    • The role involves updating the above information for products as mentioned below:
    • Equities
    • Bonds
    • Money Market Funds
    • Mutual Funds
    KEY COMPETENCIES
    • Strong analytical skills with high accuracy and attention to details.
    • Excellent communication skills, both verbal and written.
    • Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
    • Strong team player.
    • Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
    • Adaptability: effectively organize and prioritize work to meet stringent deadlines.
    • Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
    • Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
    ,

Keyskills :
accountsaccountingtaxfilingbasiscost basisanalytical skillscommunication skillsformsexpressbusinessanalyticalleadershipsecurities

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