Client Tax Manager III

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 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