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, to mutual fund clients based in Canada.
The oversight team is the main tax point of contact for Clients, for 3rd party vendor, and for Client Auditors. The tax services include, but are not limited to : monthly distributions, special distributions, semi -annual distributions, annual distributions, true up calculations, mock distributions, tax compliance, investor slip reporting and various periodic deliverables.
Job Responsibilities
- Proactively identify, track, and resolve tax issues
- Coordinate with 3rd Party Vendor and External reviewers for timely delivery of projects
- Oversee 3rd Party Vendor’s production of deliverables
- Monitor and review for adherence to fund policies
- Research and respond to inquiries from Clients, 3rd Party Vendor, and Client Auditors
- Evaluate processes for improvements and to provide metrics to Management
- Develop a strong knowledge of internal systems and the function of each of the various internal service teams
- Function as a Canadian tax subject matter expert (SME) for taxation and provide guidance within the organization pertaining to client initiatives (.
fund creation, termination, mergers)
Required qualifications, capabilities, and skills
- Excellent verbal and written communication skills, strong client service and organizational skills
- Ability to work independently and multitask in a fast paced environment
- Ability to manage conflicting demands and priorities
- Experience working across multiple business areas and / or functions to deliver results
- Relationship building skills - develop internal and external partnerships to drive results
- Strong technical skills specific to Canadian tax including accounting principles and theories
- Analytical skills, problem solving, good critical thinking and decision-making skills
- Expert use of Microsoft Word, Excel, PowerPoint and ability to present to senior management.
- Advanced knowledge of tax issues affecting investment funds
- 8+ years of Canadian tax experience, specific to trust taxation
Preferred qualifications, capabilities, and skills
- 5-10 years of experience in Operations
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