Tax Supervisor - Regulated Investment Companies (RIC)- AT
Company:
JPMorgan
Location:
USA-MA-Boston
Remuneration:
Competitve
Position Type:
Employee
Employment type:
Full time
Updated:
03 Jul 2008
eFC Ref no:
380910
Please see the job description
1. Perform first level, detailed review of:Fiscal and excise tax provisions including complete and accurate disclosures (ie. ROCSOP, 60 day IRS Notices) for financial statement purposes, as well as, ensuring the accuracy of proposed excise and subchapter M distributions. Federal (Forms 1120RIC, 8613, and other applicable filings) and State tax returns.2. During peak periods (ie. excise and certain fiscal year ends) assist in the preparation of fiscal and excise tax provisions and federal and state tax filings.3. Perform detailed review of IRS qualification tests and monthly/quarterly distributions in accordance with established procedures.4. Develop staff members through technical training and providing assignments that are challenging and thought provoking.5. Identify potential tax issues and raise to the tax manager as soon as possible.6. Monitor federal and state tax law changes by referencing resources such as CCH and BNA on a frequent basis.7. Through research, propose enhancements to fund policies and procedures to address evolving RIC and security tax laws.8. Conduct semi annual performance reviews for staff by providing timely and concise feedback. This process includes developing clear objectives and a development plan for each staff to follow.9. Participate in hiring and maintaining, a well educated, experienced, diverse.10. Respond to IRS notices within a reasonable time after receipt.11. Ensure maintenance of an open issues file and ensure that staff members are reviewing periodically.
Qualifications EDUCATION:BS in Accountancy or Finance is required, CPA and /or MST is a plus.EXPERIENCE:Three to Five years of RIC Tax experienced required.SKILLS AND KNOWLEDGE:Solid knowledge of RIC taxation and security tax law; General understanding of tax concepts outside of the RIC field(ie. calculation of foreign tax credit limitation and taxability of reorganizations etc.); Ability to challenge the status quo; Solid interpersonal skills; Strong analytical skills; Good presentation skills; Ability to identify opportunities for automation to increase efficiencies; Strong organizational skills.
