Client Service

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.

JPMorgan Chase & Co., 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/...