**Client Tax - Associate** in Mumbai leads daily tax operations processes, managing business risk and stakeholder relationships across commercial and investment banking. You'll guide a team, monitor accounts, process tax refunds, and strengthen controls across global markets. Collaborate cross-functionally and champion a client-centric model. Requirements include 8+ years of operations experience, Chartered Accountant qualification or equivalent, and strong risk management skills. Drive results, analyze metrics, and influence technology enhancements using Microsoft Office applications. Preferred: tax market knowledge, industry experience, and AI-powered analytics familiarity.
Full Job Description
Location: Mumbai, Maharashtra, India
Make your mark by leading client tax operations work that helps teams navigate tax law change, strengthen controls, and accelerate your career growth and mobility.
As a Client Tax Operations Associate within Client Tax Operations, you lead daily execution of key tax operations processes while managing business risk and supporting client and partner relationships across commercial and investment banking. You partner with cross-functional and geographically distributed teams to deliver accurate, timely, and well-controlled outcomes across global markets. You bring a strategic mindset and strong analytical judgment to continuously improve process quality, responsiveness, and technology-enabled execution.
Job Responsibilities:
Lead a team delivering controlled client tax operations execution and queue management across global marketsMonitor tax payable and receivable accounts and report key metrics, trends, and exceptionsOversee nostro queue activity and ensure timely clearing of breaks, failures, and pending itemsProcess tax refund monies with accuracy, timeliness, and appropriate approvals and documentationEscalate complex operational and stakeholder issues as the senior point of contact for the local teamPartner with global tax operations stakeholders to execute withholding, reporting, reclaim filing, and relief-at-source servicesStrengthen risk and control frameworks through robust checks, balances, and audit-ready evidenceChampion a client-centric operating model by improving responsiveness, service quality, and stakeholder experienceEnsure ongoing compliance with applicable laws, regulations, and internal procedures, including adoption of tax rule changesDevelop tools and oversight routines that improve quality, accuracy, and operational efficiency in a controlled mannerInfluence technology enhancements by articulating requirements, supporting testing, and managing change communicationsRequired qualifications, skills, and capabilities:
Earn a graduate or postgraduate degreeDemonstrate 8+ years of operations experienceApply knowledge of taxation and tax operations across multiple marketsHold a Chartered Accountant qualification or equivalent and demonstrate 5+ years of post-qualification experienceDrive results through a hands-on approach to delivery and executionCommunicate clearly in writing and verbally, producing concise and logical documentationMaintain high standards of risk management and operational controlManage competing priorities with strong attention to detail in a dynamic environmentAnalyze oversight metrics and evolving market practices to identify trends and risksExhibit high emotional intelligence with effective networking and influencing skillsUse Microsoft Office applications including Outlook, PowerPoint, Excel, and WordPreferred qualifications, skills, and capabilities:
Demonstrate relevant tax market knowledge, industry experience, and industry benchmark qualificationsShow knowledge of financial markets and bankingLeverage advanced knowledge of Alteryx, Tableau, and UiPathBring experience from a Big 4 professional services firmDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes. Lead client tax operations to strengthen compliance and client outcomes while building deep global tax expertise. 
