JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com. MAJOR RESPONSIBILITIES:1. Lead assigned client(s) tax activities and provide review and guidance in regards to the preparation of: Fiscal and excise tax provisions including complete and accurate disclosures (ie ROCSOP, 60 day IRS notices) for financial statement purposes as well as verifying the accuracy of proposed excise and subchapter M distributions; Federal (forms 1120RIC, 8613, 1065, K-1 and other applicable filings) and state tax returns; Year end shareholder information in accordance with IRS and client timetables.2. Provide RIC, partnership and security tax technical knowledge through prior experiences and remaining current on pending tax legislation. Monitor federal and state tax law changes by referencing resources such as CCH on Line and also becoming involved in outside tax committees.3. Perform research regarding special projects to allow for the practical application of tax concepts (ie master feeder, PFIC identification calculations, REMIC calculations etc).4. On a periodic basis, assume the role of point person for operational issues when the tax manager is working on various tax related projects.5. Identify potential tax issues and provide guidance on the tax treatments of complex financial instruments and transactions.6. When necessary, perform a review of the IRS regulated investment company (RIC) qualification tests and provide guidance under IRC section 852.7. Through research, propose enhancements to fund policies and procedures to address evolving RIC and security tax laws.8. Develop managers, supervisors and staff through technical training and providing assignments that are challenging and thought provoking. In addition, allow supervisors to become more visible to the client through their participation in meetings and involvement in client specific issues.9. Conduct semi annual performance reviews for supervisors by providing timely and concise feedback. This process includes developing clear objectives and a development plan for each supervisor to follow.10. Participate in client ( current and prospective) presentations explaining our business in greater detail and providing insight regarding the tax reporting process. 11. Hire and maintain a well educated, experienced and diverse workforce.
Qualifications EDUCATION:BS in Accountancy or Finance is required, CPA or MST is required. EXPERIENCE:Seven to Ten Years of RIC Tax experience required. Minimum of Five years of managerial experience required. Big four tax accounting experience or service provider experience is preferred. SKILLS AND KNOWLEDGE: thorough knowledge of RIC taxation and security tax law; solid understanding of tax concepts outside of the RIC field (ie mergers and acquisitions, ftc limitations etc); ability to challenge the status quo and identify opportunities to for automation to increase efficiencies; strong interpersonal and presentation skills; ability to adapt quickly to change; ability to research effectively and lead special projects efficiently
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.
