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, to mutual fund clients based in Canada.

The oversight team is the main tax point of contact for Clients, for 3rd party vendor, and for Client Auditors. The tax services include, but are not limited to: monthly distributions, special distributions, semi -annual distributions, annual distributions, true up calculations, mock distributions, tax compliance, investor slip reporting and various periodic deliverables. 

Job Responsibilities