J.P. Morgan Asset Management is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high-net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, alternative and liquidity.

JOB SUMMARY:

As a member of the US Funds Platform Management Tax Group, the candidate will have responsibility for all tax aspects for certain U.S. and Canada mutual funds, ETFs and unit trusts, as well as support other team members as necessary. In addition, the role will be responsible for the development, implementation and documentation of taxation of new financial instruments and products and/or completion of strategic initiatives. The individual is expected to provide subject matter expertise and identify tax issues and oversight solutions.

JOB RESPONSIBILITIES:

• Become subject matter expert, representing the tax team for product related initiatives and working with other functional areas.

• Supervise and review third party service providers and their work product to ensure deliverables are complete, accurate and provided on time.

• Review tax provisions and tax returns prepared by third party services providers.

• Identify tax issues of certain investments and strategies, perform tax research and develop/ implement practical solutions.

• Identify foreign withholding issues and reclaims processing working with custodian.

Required qualifications, capabilities, and skills

• Minimum 5 years of mutual fund/ ETF tax experience

• Proficient knowledge of rules and regulations of income and excise taxation of regulated investment companies and shareholders

• Proficient knowledge of IRS qualification tests including the determination of issuer and their valuation for quarterly asset tests and qualifying income for the annual gross income tests

• Proficient knowledge of rules and regulations of partnership tax accounting, including allocations, PTP status and UBTI/ECI

• Proficient knowledge of rules and regulations of financial products and investment strategies: REITs, partnerships, PFICs, straddles, constructive sales, QCCOs, Section 1256 contracts, Section 988 and etc.

• Experience in supervising and monitoring, as well as, building relationships with teams of tax professionals, including third party providers.

• Proficient tax research skills including the review of offering and reorganization documents, understanding economics of issues and use of tax research tools.

• Proficient knowledge of shareholder information including the ICI spreadsheets and supplemental shareholder information

• Knowledge of foreign withholding taxes and facilitate foreign withholding tax processing.

Preferred qualifications, capabilities, and skills

• Knowledge of Canada taxation funds is a plus - mix of public accounting and industry experience preferred.

• Accounting undergraduate degree with Certified Public Accountant, Master of Tax or Enrolled Agent preferred.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

New York,NY $118,800.00 - $285,000.00 / year