Global Fund Services - Client Tax Manager

Job Description

The oversight team is the main tax point of contact for Clients, for 3rd party vendors, and for Client Auditors.  The tax services include, but are not limited to: tax disclosures for inclusion in audited financial statements, excise tax distribution requirements, tax return filings, federal and state estimated tax payments, shareholder year-end reporting and various periodic deliverables. 

 

Job Responsibilities

• Proactively identify, track, and resolve tax issues 

• Coordinate with third-party vendors and external reviewers to ensure timely delivery of projects

• Oversee third-party vendor’s production of deliverables

• Monitor and review process to ensure adherence to fund policies

• Research and respond to inquiries from clients, third-party vendors, and client auditors

• Evaluate processes for improvements and provide metrics to management

• Develop a strong knowledge of internal systems and understand the function of each internal service team

• Build a broad knowledge of fund accounting treatment for standard transactions to analyze associated tax impact.

• Ensure the accurate and timely submission of annual information returns, such as Form 990, Form 990-EZ, or Form 990-PF, to the IRS and relevant state authorities

• Monitor and ensure compliance with all federal, state, and local tax laws and reporting requirements specific to exempt organizations including estimated tax payments

• Assist with internal and external audits by gathering documentation and working with clients and client auditors to resolve notices and inquiries

 

Required qualifications, capabilities, and skills 

• Demonstrate excellent verbal and written communication skills, strong client service and organizational abilities

• Work independently and multitask effectively in a fast paced environment

• Possess leadership and people management skills

• Collaborate across multiple business areas and/or functions to deliver results

• Build relationships and develop internal and external partnerships to drive results

• Apply strong technical skills including accounting principles and theories

• Utilize analytical skills, problem solving, good critical thinking, and decision-making abilities

• Expertly use of Microsoft Word, Excel, and PowerPoint, and ability to present to senior management

• Bring 7-10 years of experience in Operations

 

Preferred qualifications, capabilities, and skills 

• Strongly prefer knowledge of Asset Owner, Partnership, and/or 40 ACTs Accounting, including  Fund Accounting, Financial Reporting and Tax Operations

• Expertise in IRS sections and regulations related to 501(c)(3) and other exempt entities 

   

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.