Fund Tax Oversight Manager

Testing Site - JPMC; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

The JP Morgan Financial Investment Services Tax Group oversees a range of tax services delivered by a 3rd party vendor for US-based clients, serving as the main tax contact for clients, vendors, and auditors.

Responsibilities include coordinating with vendors, ensuring timely deliverables, evaluating processes, and supporting audits while maintaining compliance with federal, state, and local tax laws.

Qualifications

• Demonstrate excellent verbal and written communication skills.
• Work independently and multitask effectively in a fast paced environment.
• Possess leadership and people management skills.
• Collaborate across multiple business areas to deliver results.
• Build relationships to drive results.
• Apply strong accounting principles and theories.
• Utilize analytical, problem solving, and decision-making abilities.
• Proficient in MS Word, Excel, and PowerPoint; able to present to senior management.
• Bring 7-10 years of experience in Operations.

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 processes 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 service teams
• Build knowledge of fund accounting treatment for standard transactions and tax impact
• Ensure accurate and timely submission of annual information returns (e.g., Form 990, 990-EZ, 990-PF) to IRS and state authorities
• Monitor and ensure compliance with federal, state, and local tax laws for exempt organizations including estimated tax payments
• Assist with internal and external audits by gathering documentation and coordinating with clients and auditors

Skills

Verbal and written communication

Independent work

Leadership

Cross-functional collaboration

Relationship building

Accounting principles & theories

Analytical thinking

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

7-10 years Operations experience

Job description

The JP Morgan Financial Investment Services Tax Group oversees a range of tax services delivered by a 3rd party vendor for US-based clients, serving as the main tax contact for clients, vendors, and auditors.

Responsibilities include coordinating with vendors, ensuring timely deliverables, evaluating processes, and supporting audits while maintaining compliance with federal, state, and local tax laws.