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
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Proactively identify, track, and resolve tax issues
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Coordinate with third-party vendors and external reviewers to ensure timely delivery of projects
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Oversee third-party vendor’s production of deliverables
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Monitor and review process to ensure adherence to fund policies
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Research and respond to inquiries from clients, third-party vendors, and client auditors
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Evaluate processes for improvements and provide metrics to management
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Develop a strong knowledge of internal systems and understand the function of each internal service team
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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
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Monitor and ensure compliance with all federal, state, and local tax laws and reporting requirements specific to exempt organizations including estimated tax payments
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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
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Demonstrate excellent verbal and written communication skills, strong client service and organizational abilities
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Work independently and multitask effectively in a fast paced environment
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Possess leadership and people management skills
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Collaborate across multiple business areas and/or functions to deliver results
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Build relationships and develop internal and external partnerships to drive results
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Apply strong technical skills including accounting principles and theories
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Utilize analytical skills, problem solving, good critical thinking, and decision-making abilities
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Expertly use of Microsoft Word, Excel, and PowerPoint, and ability to present to senior management
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Bring 7-10 years of experience in Operations
Preferred qualifications, capabilities, and skills
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Strongly prefer knowledge of Asset Owner, Partnership, and/or 40 ACTs Accounting, including Fund Accounting, Financial Reporting and Tax Operations
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Expertise in IRS sections and regulations related to 501(c)(3) and other exempt entities
About Us
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
Skills Required
- 7-10 years of experience in Operations
- Excellent verbal and written communication, strong client service and organizational abilities
- Leadership and people management skills
- Ability to work independently and multitask effectively in a fast-paced environment
- Collaborate across multiple business areas and functions to deliver results
- Apply strong technical skills including accounting principles and theories
- Analytical skills, problem solving, critical thinking, and decision-making abilities
- Expert use of Microsoft Word, Excel, and PowerPoint; ability to present to senior management
- Experience managing tax disclosures, tax return filings, estimated tax payments, and shareholder/year-end reporting (including Form 990 filings)
- Coordinate with and oversee third-party vendors and external reviewers
- Knowledge of Asset Owner, Partnership, and/or 40 Act Accounting, Fund Accounting, Financial Reporting and Tax Operations
- Expertise in IRS sections and regulations related to 501(c)(3) and other exempt entities
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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