The role supports the Tax Asset Class Control team by managing tax-related financial activities, ensuring accurate reconciliations and compliance, and engaging in process improvements.
Job Description
Corporate Finance: Tax Asset Class Controller - Analyst
The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting.
Responsibilities:
Requirements:
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Corporate Finance: Tax Asset Class Controller - Analyst
The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting.
Responsibilities:
- Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger
- Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place.
- Work closely with line of business controllers, product controllers, corporate tax, & project managers.
- Partner with various FFC teams globally to centralize Tax related activities to Tax ACC
- Manage month end, quarter end, and year end activities related to Tax postings in the general ledger
- Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner
- Perform various control procedures & reconciliations to ensure the integrity of reported financials
Requirements:
- Basic understanding of financial products such as stocks, bonds, & derivatives
- Basic understanding of general accounting concepts
- 1-3 years accounting or industry experience preferred
- Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Top Skills
Financial Products
General Ledger Systems
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