Client Tax Manager III

• Business Unit Commercial & Investment Bank
• Posting Date 02/03/2026, 04:06 PM
• Locations 4915 Independence Pkwy, Tampa, FL, 33634, US
• Job Schedule Full time
• Job Shift Day

The JP Morgan Financial Investment Services Tax Group is an oversight team that manages the delivery of a range of tax services, performed by a 3rd Party Vendor, for Asset Owner, Partnership and Mutual Fund clients based in the United States

The oversight team is the main tax point of contact for Clients, for 3rd party vendors, and for Client Auditors. The tax services include, but are not limited to:tax disclosures for inclusion in audited financial statements, excise tax distribution requirements, tax return filings, federal and state estimated tax payments, shareholder year-end reporting and various periodic deliverables.

Job Responsibilities

Proactively identify, track, and resolve tax issues

Coordinate with third-party vendors and external reviewers to ensure timely delivery of projects

Oversee third-party vendor’s production of deliverables

Monitor and review process to ensure adherence to fund policies

Research and respond to inquiries from clients, third-party vendors, and client auditors

Evaluate processes for improvements and provide metrics to management

Develop a strong knowledge of internal systems and understand the function of each internal service team

Build a broad knowledge of fund accounting treatment for standard transactions to analyze associated tax impact.

• Ensure the accurate and timely submission of annual information returns, such as Form 990, Form 990-EZ, or Form 990-PF, to the IRS and relevant state authorities

Monitor and ensure compliance with all federal, state, and local tax laws and reporting requirements specific to exempt organizations including estimated tax payments

Assist with internal and external audits by gathering documentation and working with clients and client auditors to resolve notices and inquiries

Required qualifications, capabilities, and skills

Demonstrate excellent verbal and written communication skills, strong client service and organizational abilities

Work independently and multitask effectively in a fast paced environment

Possess leadership and people management skills

Collaborate across multiple business areas and/or functions to deliver results

Build relationships and develop internal and external partnerships to drive results

Apply strong technical skills including accounting principles and theories

Utilize analytical skills, problem solving, good critical thinking, and decision-making abilities

Expertly use of Microsoft Word, Excel, and PowerPoint, and ability to present to senior management

Bring 7-10 years of experience in Operations

Preferred qualifications, capabilities, and skills

Strongly prefer knowledge of Asset Owner, Partnership, and/or 40 ACTs Accounting, including Fund Accounting, Financial Reporting and Tax Operations

Expertise in IRS sections and regulations related to 501(c)(3) and other exempt entities

JPMorgan

Chase, 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…