Client Tax Manager III at Chase

Tax Services Oversight Team Member

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 third-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 third-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