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JPMorgan Vice President - Fund Services Tax Oversight 
Canada, Ontario, Toronto 
16353471

26.06.2024

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, 3rdParty 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 (i.e. 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