Client Tax Analyst

Drive operational excellence in global client tax processing, supporting over 100 markets with precision and compliance. Be part of a dynamic team that ensures timely tax reclaims and adapts to evolving regulatory and market demands.

Job Summary

As a Client Tax Analyst within the Client Tax Operations utility in India, you play a critical role in ensuring accurate and timely tax processing for key client and partner relationships across the Corporate & Investment Bank. You will execute core business objectives, manage business risks, and prepare reclaim forms for submission to sub-custodians and tax authorities. This dynamic function demands consistent compliance, strong controls, and adaptability to regulatory and market changes.

 Job Responsibilities 

• Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of clients within stipulated deadlines


• Collaborate with UK partners to assemble supporting documentation requirements


• Update core processing applications with transaction statuses


• Respond promptly to enquiries from client-facing staff and sub-custodian queries


• Maintain 100% accuracy in processing daily deliverables


• Continually suggest improvements to enhance processes and reduce manual intervention


• Work diligently to meet strict and tight deadlines, assisting with development initiatives

Required qualifications, skills and capabilities 

• Demonstrate strong attention to detail and commitment to accuracy


• Exhibit excellent organizational and time management skills


• Communicate effectively with internal and external stakeholders


• Adapt quickly to regulatory and market changes in a dynamic environment

Preferred qualifications, skills and capabilities 

• Experience in tax operations or financial services


• Familiarity with global tax reclaim processes and documentation


• Proficiency in using core processing applications and related technology


• Ability to identify and implement process improvements