-
Job Description
Job Description:
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, to mutual fund clients based in Canada.
The oversight team is the main tax point of contact for Clients, for 3rd party vendor, and for Client Auditors. The tax services include, but are not limited to: monthly distributions, special distributions, semi -annual distributions, annual distributions, true up calculations, mock distributions, tax compliance, investor slip reporting and various periodic deliverables.
Job Responsibilities
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 for more information about requesting an accommodation.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
#J-18808-Ljbffr
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, to mutual fund clients based in Canada.
The oversight team is the main tax point of contact for Clients, for 3rd party vendor, and for Client Auditors. The tax services include, but are not limited to: monthly distributions, special distributions, semi -annual distributions, annual distributions, true up calculations, mock distributions, tax compliance, investor slip reporting and various periodic deliverables.
Job Responsibilities
- Proactively identify, track, and resolve tax issues
- Coordinate with 3rd Party Vendor and External reviewers for timely delivery of projects
- Oversee 3rd Party Vendor's production of deliverables
- Monitor and review for adherence to fund policies
- Research and respond to inquiries from Clients, 3rd Party Vendor, and Client Auditors
- Evaluate processes for improvements and to provide metrics to Management
- Develop a strong knowledge of internal systems and the function of each of the various internal service teams
- Function as a Canadian tax subject matter expert (SME) for taxation and provide guidance within the organization pertaining to client initiatives (i.e. fund creation, termination, mergers)
- Excellent verbal and written communication skills, strong client service and organizational skills
- Ability to work independently and multitask in a fast paced environment
- Ability to manage conflicting demands and priorities
- Experience working across multiple business areas and/or functions to deliver results
- Relationship building skills - develop internal and external partnerships to drive results
- Strong technical skills specific to Canadian tax including accounting principles and theories
- Analytical skills, problem solving, good critical thinking and decision-making skills
- Expert use of Microsoft Word, Excel, PowerPoint and ability to present to senior management.
- Advanced knowledge of tax issues affecting investment funds
- 8+ years of Canadian tax experience, specific to trust taxation
- 5-10 years of experience in Operations
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 for more information about requesting an accommodation.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.