JP Morgan Chase & Co.

Vice President - Global Fund Services Tax Oversight

JP Morgan Chase & Co. • $150K — $200K *
Boston, MA 02115In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 7-10 years of experience in Operations
  • Excellent verbal and written communication skills
  • Strong client service and organizational abilities
  • Leadership and people management skills
  • Ability to multitask effectively in a fast-paced environment
  • Technical proficiency in accounting principles and theories
  • Strong analytical, problem-solving, critical thinking, and decision-making skills
  • Proficient in Microsoft Word, Excel, and PowerPoint, with presentation skills to senior management.

Responsibilities

  • Proactively identify, track, and resolve tax issues
  • Coordinate with third-party vendors and external reviewers for timely project delivery
  • Oversee the production of deliverables by third-party vendors
  • Monitor processes for adherence to fund policies
  • Research and respond to inquiries from clients, vendors, and auditors
  • Evaluate processes for improvements and report metrics to management
  • Develop knowledge of internal systems and their functions
  • Ensure accurate and timely submission of annual information returns to relevant authorities
  • Monitor compliance with tax laws and reporting requirements for exempt organizations
  • Assist with audits by gathering necessary documentation and resolving inquiries.

Benefits

  • Opportunity to work with a global leader in banking and finance
  • Engagement with a diverse client base including corporations and governments
  • Opportunity for professional development and growth within a vast portfolio
  • Involvement in complex tax and financial operations that enhance skills
  • Access to a collaborative work environment across multiple functions.
Full Job Description
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 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.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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