Overview

Responsibilities

Planning:

  • Partner with T&E tax team and external tax preparers to develop and implement annual tax calendar
  • Align group goals and objectives with firm priorities and initiatives
  • Work with team to ensure all team responsibilities are reviewed for relevance and process integrity
  • Offer creative solutions as issues arise and act as a partner on key business decisions
  • Identify potential data integrity issues or gaps and provide guidance to resolve

Information Management:

  • Ensure team complies with all scheduled communication to the Front Office for upcoming deliverables
  • Provide strong support for all technology requirements and use of technology to improve data transfer between stake holders
  • Enable accurate management reporting of metrics to be provided timely and capturing areas of success or concern

Risk Management:

  • Ensure proper discipline around data transfer, communication, procedures and regulatory requirements
  • Assist JPM Advisors by providing guidance on process with a constant focus on accuracy and risk control
  • Team is responsible for Outside Prepared returns and the Tax Liaison Officer will need to ensure compliance with all standards as set by JPM

Operations Support:

  • Ensure proper discipline around generation and reconciliation of tax payments
  • Oversee and ensure compliance with tax withholding and reconciliation
  • Interact with other Operations teams for ensure trust accounting facilitation including communication of tax and trust accounting adjustments

Team Objectives:

  • Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods
  • Work to build strong relationships with external tax preparers
  • Proactive, strategic thinker Strong analytical and process view skills
  • Outstanding relationship management, interpersonal and communication skills
  • Client focused with a tenacity to resolve issues and conflicts
  • Tax, Compliance and Fiduciary experience preferred
  • Demonstrated ability to successfully manage staff within changing regulatory environment
  • High energy and enthusiasm required to partner with multiple stakeholders
  • Inquisitive
  • Pro-active self-starter
  • Capable of leading with conviction; willing to make tough/unpopular decisions
  • Affable, with a high tolerance for ambiguity
  • Bachelor’s degree; CPA Preferred; JD or MBA a plus
  • 5 to 7 years of relevant experience
  • Excellent written and verbal communication skills
  • Team player with excellent organizational, multitasking and prioritizing skills
  • Excessive attention to detail and ability to work independently
  • Strong interpersonal and relationship building skill
  • Familiarity with OneSource Tax Software and Omni Platform a plus
  • Advanced skills in Microsoft Excel, Access and PowerPoint
  • Specific industry related experience preferred

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