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Global Fund Services - Client Tax Manager

Company

JPMorgan Chase

Location

Boston, MA

Type

Full-time

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
+ B...

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