Client Service
Aumni
Job Description
DESCRIPTION:
Duties: Manage a portfolio of investments by reviewing tax accounting and performing valuation activities for tax equity and investment portfolios. Analyze partnership financial statements, tax returns, monthly operating reports, and tracking models and incorporate these results into valuation models to properly value interests. Work directly with internal deal teams, outside clients and partners, and accounting firms to resolve tax and operational issues and manage risk for investments. Partner with dedicated technology groups to design, test, and implement new systems and automations to increase efficiency in a rapidly growing renewables portfolio. Add coding to existing portfolio models to enable streamlined and automated feed of results from internal systems to add controls and enable frequent revaluations and batch processes. Serve as work product manager and approver for offshore team members supporting the Tax Oriented Investments portfolio.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Accounting, Finance, Business Administration or related field of study plus 5 years of experience in the job offered or as Client Service, Client Service Associate, Tax Analyst, Financial Analyst, or related occupation.
Skills Required: Requires experience in the following: U.S. tax rules, forms, and elections; reviewing and approving partnership tax reporting; tax equity affordable housing portfolios; partnership tax accounting; designing processes and reporting to identify tax credit reallocation risk; presenting tax elections for investments to senior management for approval; accounting and valuation methods used under GAAP; investments models for corporate reporting; designing, testing, and implementing a system used to account for investments; U.S. tax rules for partnerships in general and specific to the Tax Cuts and Jobs Act of 2017 and CARES Act of 2020; business interest limitations and depreciation methods; working with technology teams to implement rules in batch processes ahead of valuation cycle; adapting team process to incorporate diversification of portfolio into other real estate tax credit investments; historic preservation deals.
Job Location: 10 South Dearborn Street, Chicago, IL 60603. Telecommuting permitted up to 40% of the week.
About Us
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 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 is an Equal Opportunity Employer, including Disability/Veterans