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.
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
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
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
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