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Asset Management, GWM, Fiduciary Tax, Associate (Chicago, IL)

Job Description

About JP Morgan Asset Management
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Position Summary
The Fiduciary Tax practice within Global Wealth Management has been outsourced to Deloitte Tax LLP. This role would require a close working relationship with Fiduciary Tax Leader (FTL) for trusts and estates including contact with internal and external stakeholders. This individual would report directly to the FTL. The Tax Associate will support the team for the tax data integrity of transactions processed within our accounting systems and the production of the Trust Tax Returns. You will also support the team with tasks like; reporting process, controls, and reviews. Your efforts will assist us to attain our goal to provide consistent and accurate reporting in accordance with regulatory requirements, for clients.

Your role would include review of process and procedure, analysis of risk and control data and helping to focus on priority items. Also, this role involves frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust Officers, Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader projects.

The Tax Associate is expected to be flexible in working the required hours, which may include some weekends and holidays. (Heavy volume periods – first and fourth quarter)

Key Responsibilities
• Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
• Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes
• Perform analysis on tax and security research
• Review and analyze the integrity of data (client, security, and transactional)
• Perform data and tax package analysis as well as year-end controls and verification
• Ability to identify areas of improvement and recommend efficiency enhancements
• Document and enhance procedures and training documentation
• Ensure adherence to procedures, control policies, and service level agreements
• Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc.)
• Enable management by providing timely, accurate information on tax matters
• Research, communicate and resolve key issues and risks and help to manage the group’s control agenda
• Review of work from Deloitte as needed and as directe

• Three to five years of financial/operational experience; tax experience required
• Demonstrate leadership skills
• Project management experience
• Ability to multi-task, plan, and prioritize in a fast-paced environment across multiple financial instruments
• Ability to work as a strong team member
• Advanced problem solving and analytical skills
• Excellent time management and strong organizational skills
• Strong oral and written communication skills; comfortable with scheduling and facilitating discussions
• Strong reconciliation skills
• Flexibility to work extended hours as needed
• Proficient with Microsoft Products – Word, Excel, Power Point, Project, and Access
• BS/BA required

Req #: 160035409
Location: Chicago, IL US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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