Global Real Estate and Incentives Tax Associate

Job Description
JPMC's Global Incentives Group (GIG) works to execute and maximize a diverse pool of incentive, real estate tax appeal, energy, and tax credit programs for all corporate strategies, retail strategies, capital investment projects, and business as usual operational activities. These savings are achieved through negotiations with various levels of governmental entities for discretionary incentives, researching statutory savings programs, filing for statutory tax credits and energy rebates, reviewing federal, state, and local tax code, and appealing real estate taxes.
As an Incentive Tax Associate within Global Real Estate, you will obtain experience in both real estate taxes and incentives for JPMC's operations worldwide, as well as exposure to other areas such as sales and use tax and personal property tax.
Job responsibilities:

• Review calculations for global tax bills by verifying tax collector has used correct assessed valuation and tax rate, as well as computed tax bills with full accuracy
• Process timely tax payments for global properties to ensure no penalty and interest accrues
• Review monthly and annual reconciliations of domestic real estate taxes paid against the JPMC purchase order for annual real estate tax liability
• Monitor and research on a recurring basis any changes to JPMC property portfolio, including purchases, sales or lease terminations, expirations, or commencements, and assist with communicating findings to real property tax payment and appeal vendors to ensure payments are accurately and timely made during transition and appeal opportunities are maximized
• Research and respond to inquiries from JPMC Lease Administration, Legal, and other internal stakeholders and third parties such as landlords regarding payment status of domestic real estate taxes and other issues as necessary
• Prepare and manage tax filings and/or tax appeal related requests to preserve tax appeal rights and to avoid monetary penalties
• Proactively coordinate with tax appeal vendors globally to supply JPMC income and expense data, portfolio acquisitions / dispositions, closing statements, and additional information as requested daily
• Research available tax incentives programs, statutory and discretionary tax exemptions and abatements at the international, federal, state, local levels - including but not limited to energy, sales and use tax, real and personal property tax, training, headcount expansion and retention and capital investment - to support JPMC's real estate projects and overall business objectives
• Prepare and update written summaries on incentives program parameters, requirements, application process and claw back provisions
• Perform calculations to quantify estimated and actual benefits related to incentives, exemptions and abatements and prepare all required documents required by incentives programs to comply with program requirements and to receive benefits

Required qualifications, capabilities, and skills:

• Bachelor's degree in finance, accounting, economic, business, MIS or equivalent
• 2+ years relevant work experience
• Introductory knowledge of business incentives at the federal, state, and local levels of governments and/or energy incentives from utility providers
• Strong research, organization skills, and ability to manage multiple projects/tasks required
• Strong verbal and written skills
• Strong quantification and analytical skills
• Ability to work flexible hours to manage projects relating JPMC's international operations
• Experience in Microsoft Office products (MS Word, Excel, PowerPoint, Access, Visio, Project)
• Accounting and/or finance knowledge/background
• Experience with corporate accounts payable systems

Preferred qualifications, capabilities, and skills:

• Incentive/real estate tax experience at a multinational firm or financial services experience
• JD or Master's degree (Taxation, Business, MIS)

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.