CIB - AIS - Private Equity - Associate

Job Description

Team Responsibilities Coordinate and interact with client and tax advisor to review and analyze portfolio companies including U.S. partnerships and corporations performing business in multiple states and foreign jurisdictions including passive foreign investment companies (PFIC) and controlled foreign corporations (CFC) Review and perform year-end tax reconciliation from general ledger, trial balance and profit and loss statements to taxable income Analyze and review book-tax M1 adjustments, partnership agreements, partners tax allocations, including tax waterfalls Analyze tax write-offs and corporate restructurings and actions Analyze foreign partner tax withholding Review quarterly and yearly tax estimates including annual K-1s and tax returns for the fund vehicles and GP carry vehicles Review GP Carried interests calculations and ensure accurate and timely tax and carry distributions to client investors Ensure all tax filings and information for client investors are completed and delivered in a timely and efficient manner Participate in prospective client meetings, sales proposals and request to proposal responses, including analyzing tax pricing and cost to service model for prospective and existing clients Interact and service various constituents and functions within the JP Morgan Chase Bank organization, Investment Professionals and Investor Relations group, including coordination with outside accountants, legal counsel and third party investors Review and assist in resolution of federal, state and local tax notices Manage client relationships and interact with clients as neededJob Responsibilities Coordinate and interact with client and tax advisor to review and analyze portfolio companies including U.S. partnerships and corporations performing business in multiple states and foreign jurisdictions including passive foreign investment companies (PFIC) and controlled foreign corporations (CFC) Review and perform year-end tax reconciliation from general ledger, trial balance and profit and loss statements to taxable income Analyze and review book-tax M1 adjustments, partnership agreements, partners tax allocations, including tax waterfalls Analyze tax write-offs and corporate restructurings and actions Analyze foreign partner tax withholding Review quarterly and yearly tax estimates including annual K-1s and tax returns for the fund vehicles and GP carry vehicles Review GP Carried interests calculations and ensure accurate and timely tax and carry distributions to client investors Ensure all tax filings and information for client investors are completed and delivered in a timely and efficient manner Participate in prospective client meetings, sales proposals and request to proposal responses, including analyzing tax pricing and cost to service model for prospective and existing clients Interact and service various constituents and functions within the JP Morgan Chase Bank organization, Investment Professionals and Investor Relations group, including coordination with outside accountants, legal counsel and third party investors Review and assist in resolution of federal, state and local tax notices; Manage client relationships and interact with clients as neededQualificationsSelection Criteria 10 to 12+ years of experience in taxation in the financial services industry Excellent analytical skill set Strong Microsoft Excel, Word and PowerPoint skills required, preferred knowledge of lookup functions and pivot table functionality Must be a team player with the ability to network with co-workers Ability to multi-task, work in tight time frames Ability to work independently with strong follow through Attention to detail Technologically savvy,

Keyskills :
pivot tabletax returnsmusic makingtrial balancegeneral ledgermicrosoft excelfinancial servicesinvestor relationsforeign investmentinvestment companiestaxwordsalesexcelpivotledgerbalancereturns