As a Tax Vice President in the Real Estate Investment Group you will assist the Head of Tax in leading the tax team and work closely with an experienced group of professionals while overseeing all aspects of real estate taxation and reporting.

Job Summary

As a Tax Vice President in the Real Estate Investment Group, you will have the opportunity to lead a team of experienced professionals, oversee all aspects of real estate taxation and reporting, and work closely with the Head of Tax. This role provides a unique opportunity to manage and influence the tax functions of our commercial mortgage loan platform, ensuring compliance and maximizing tax efficiencies.

Job Responsibilities

• Oversee and manage the tax functions of commercial mortgage loan platform for open-ended and closed-ended funds and separate accounts.

• Evaluate the tax implications of debt refinancing and restructuring, including significant debt modifications and cancellation of debt income inclusions.

• Supervising tax matters on the establishment of funds, feeder entities, holding companies, etc.

• Work with the acquisitions team and advising on most advantageous company structures to maximize tax efficiencies.

• Perform tax modeling for new/existing funds, acquisition/dispositions, internal financings and profit repatriation.

• Ensure timely and accurate filing of federal and state tax filing for all vehicles and K-1 reporting to investors.

• Ensuring compliance with REIT-specific tax requirements, including maintaining compliance with REIT income and asset tests.

• Coordinating with external tax advisors for the preparation of quarterly investor income tax forecasts, estimated income tax payments, tax withholding on distributions, and implementation and oversight of various tax matters.

• Research, analyze, document and support tax positions for audit requirements.

• Manage and review the quarterly tax provision prepared by the external advisors.

Required Qualifications, Capabilities and Skills

• Bachelor's degree with major in Accounting

• Detailed technical tax knowledge of corporate tax, especially real estate and real estate funds, REITs and associated areas

• Proficiency in partnership tax, REITs, UBTI, acquisition & disposition structuring. Familiarity with taxes on international client base, and with investors' tax positions in other countries

• Experience reviewing partnership / JV agreements requirements

• Expertise in Commingled Funds, Real Estate limited partnerships, Joint Ventures, Separate Accounts, Real Estate Opportunity Funds, and Real Estate Operating Company Investments

• Current knowledge on industry tax trends and issues. Coordinate with external tax advisors to assess new tax legislation and provide guidance

• Experience with carried interest plans and related tax structuring

Preferred Qualifications, Capabilities and Skills

• MS in taxation or CPA preferred

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

Base Pay/Salary

New York,NY $145,000.00 - $225,000.00 / year