Client Tax Manager III
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Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
The JP Morgan Financial Investment Services Tax Group is an oversight team that manages the delivery of a range of tax services performed by a 3rd Party Vendor for Asset Owner Partnership and Mutual Fund clients based in the United States
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 vendors 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
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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 ov ... View more
