refresh

トレンド企業

トレンド企業

採用

求人JPMorgan Chase

Client Tax Manager III

JPMorgan Chase

Client Tax Manager III

JPMorgan Chase

Tampa, FL, United States, US

·

On-site

·

Full-time

·

2mo ago

必須スキル

Excel

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, for Asset Owner, Partnership and Mutual Fund clients based in the United States

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

  • 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 process 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 understand the function of each internal service team

  • 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

  • Monitor and ensure compliance with all federal, state, and local tax laws and reporting requirements specific to exempt organizations including estimated tax payments

  • 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

  • Demonstrate excellent verbal and written communication skills, strong client service and organizational abilities

  • Work independently and multitask effectively in a fast paced environment

  • Possess leadership and people management skills

  • Collaborate across multiple business areas and/or functions to deliver results

  • Build relationships and develop internal and external partnerships to drive results

  • Apply strong technical skills including accounting principles and theories

  • Utilize analytical skills, problem solving, good critical thinking, and decision-making abilities

  • Expertly use of Microsoft Word, Excel, and PowerPoint, and ability to present to senior management

  • Bring 7-10 years of experience in Operations

Preferred qualifications, capabilities, and skills

  • Strongly prefer knowledge of Asset Owner, Partnership, and/or 40 ACTs Accounting, including Fund Accounting, Financial Reporting and Tax Operations

  • Expertise in IRS sections and regulations related to 501(c)(3) and other exempt entities

総閲覧数

0

応募クリック数

0

模擬応募者数

0

スクラップ

0

JPMorgan Chaseについて

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

従業員数

New York City

本社所在地

$500B

企業価値

レビュー

3.8

10件のレビュー

ワークライフバランス

3.5

報酬

4.0

企業文化

3.8

キャリア

3.2

経営陣

2.8

68%

友人に勧める

良い点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

改善点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

給与レンジ

44件のデータ

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6件のレポート

$126,500

年収総額

基本給

$110,000

ストック

-

ボーナス

-

$103,500

$201,250

面接体験

4件の面接

難易度

3.0

/ 5

期間

14-28週間

内定率

50%

体験

ポジティブ 25%

普通 75%

ネガティブ 0%

面接プロセス

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

よくある質問

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study