See more Collapse

Cost Basis Team Manager

2 months ago

Newark, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Looking for an opportunity to transform your operating environment and take your career to the next level? Join our team Our role provides exposure to the breadth of services and products across the firm, giving you the chance to identify problems, improve scale with automation tools, and enhance the client experience. Don't miss out on the chance to empower yourself and make a difference.

As a Cost Basis Team Manager - Vice President within the Cost Basis Team, you will have a crucial role in ensuring compliance with tax withholding and information reporting regulations across the Commercial & Investment Bank and Consumer & Community Banking. You will be instrumental in establishing a standardized framework and maximizing efficiency, while providing exceptional client service. You will be part of a team responsible for maintaining client cost basis data reported on Form 1099-B while working with Product & Relationship Managers, Operations, Technology, Legal and Corporate Tax.

**Job responsibilities**
- Analyze processes and workflows for efficiency opportunities and implement the automation strategy
- Build and foster a durable culture and team. Support each team member through their career journey
- Respond to complex requests for cost basis adjustments and associated client queries.
- Identify problems, leverage automation tools to improve scale, and enhance the client experience
- Reconcile tax lot information in the cost basis system to ensure accurate 1099 reporting
- Collaborate with other departments to ensure that transactions are booked properly and are reflected accurately in the cost basis system
- Analyze historical records and information provided by clients and other investment firms to reconstruct and verify the accuracy of cost basis information
- Audit the accuracy of completed cost basis calculations and provides coaching and feedback to team members to continuously improve department quality metrics
- Communicate with internal business partners to provide updates on the status of their requests and solicit additional information through written and verbal correspondences

**Required qualifications, capabilities, and skills**
- 5+ years of relevant work experience
- Advanced knowledge of automation and data analysis with great attention to detail
- Excellent time management, problem resolution, research, and communication skills
- Culture carrier, people management with high-level interpersonal skills
- Formidable partnership with the business and aligning the team with the business’s core objectives
- Working knowledge of cost basis and tax reporting experience
- High-level ability to collaborate across teams in a client impacting function
- In-depth understanding of the securities industry and broker-dealer tax reporting requirements
- Ability to operate in a deadline-oriented environment
- Impressive client service and communication skills
- Ability to prioritize and handle multiple tasks in a rapidly changing environment

**ABOUT US**

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorg

We have other current jobs related to this field that you can find below

  • Manager, Cost Optimization

    5 days ago

    Newark, United States Lucid Group inc. Full time

    Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility. We plan to lead in this new era...

  • Cost Accountant

    1 month ago

    Newark, United States Graver Technologies Full time

    Graver Technologies LLC Come join a team where People make the difference! As a part of Marmon Holdings, Inc., a highly decentralized organization, we rely heavily on people with the aptitude, attitude, and entrepreneurial spirit to drive our success, and we're committed to attracting and retaining top talent. Under broad supervision, responsible for...

  • Cost Engineer

    3 days ago

    Newark, United States HEPCO, Inc. Full time

    Our client is seeking a skilled and detail-oriented Cost Engineer to join their team. The ideal candidate will be responsible for managing project costs, preparing reports, and supporting financial analysis to ensure successful project execution. This role involves working closely with Project Managers and other stakeholders to maintain financial accuracy...

  • Senior Cost Accountant

    2 months ago

    Newark, United States London Approach Full time

    Job Description:As a Senior Cost Accountant, you will play a pivotal role in our financial operations by providing insightful cost analysis and ensuring financial integrity throughout our organization. You will collaborate closely with cross-functional teams to analyze costs, assess financial performance, and provide strategic recommendations to enhance...

  • Associate Director

    2 months ago

    Newark, United States Turner & Townsend Full time

    Job DescriptionJob DescriptionCompany DescriptionFrom the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational programs covering the full spectrum of consultancy, project delivery and post-project operations.With offices located globally, you're never far away from...

  • Senior Cost Accountant

    4 weeks ago

    Newark, United States Creation Technologies Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Creation Technologies is a high complex, low volume electronics contract manufacturing company with 14 operating locations across Canada, the U.S., Mexico and China. Reporting to the Regional Accounting...

  • Senior Cost Accountant

    4 weeks ago

    Newark, United States Creation Technologies Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Creation Technologies is a high complex, low volume electronics contract manufacturing company with 14 operating locations across Canada, the U.S., Mexico and China. Reporting to the Regional Accounting...

  • Cost Engineer

    7 days ago

    Newark, United States Rangam Full time

    Cost EngineerResponsibilities:Monthly tracking and reporting of project costs and other metricsPrepare purchase requisitionsReview and process contractor invoicesReview and endorse project change requests for management approvalAttend, participate and prepare minutes of project meetingsPrepare and analyze project/program cash flow reportsWork closely with...

  • Cost Engineer

    6 days ago

    Newark, United States Rangam Full time

    Cost EngineerResponsibilities:Monthly tracking and reporting of project costs and other metricsPrepare purchase requisitionsReview and process contractor invoicesReview and endorse project change requests for management approvalAttend, participate and prepare minutes of project meetingsPrepare and analyze project/program cash flow reportsWork closely with...

  • Area Sales Manager

    6 days ago

    Newark, United States Lycatel LLC Full time

    Job DescriptionJob DescriptionFounded in 2006, Lycamobile is a solution for those who want to connect back home. Providing low-cost, high-quality international calling solutions to over 30 million customers across 24 countries, Lycamobile’s sheer span, focus on customer service and innovative business strategy has seen it outgrow its competitor set:...

  • Team Lead

    3 months ago

    Newark, United States Qdoba Full time

    The Team Lead is responsible for managing restaurant operations, in conjunction with or in the absence of the Restaurant Manager. Uses discretion in daily management decisions with accountability for living the Brand values and helping the brand thrive. Focuses on developing a people and guest-centric culture that consistently delivers excellent guest...

  • Product Manager

    2 weeks ago

    Newark, United States LaMotte Company Full time

    Primary Responsibility: LaMotte is searching for a Product Manager who is hands-on and possesses the discipline to work towards a vision as well as being an excellent team player with a positive attitude. The Product Manager will be responsible for creating, developing, and running the product and market strategies to drive profitable revenue growth.Develop...

  • Product Manager

    3 weeks ago

    Newark, United States LaMotte Company Full time

    Primary Responsibility: LaMotte is searching for a Product Manager who is hands-on and possesses the discipline to work towards a vision as well as being an excellent team player with a positive attitude. The Product Manager will be responsible for creating, developing, and running the product and market strategies to drive profitable revenue growth.Develop...

  • Product Manager

    2 days ago

    Newark, United States LaMotte Chemical Products Company Full time

    Job DescriptionJob DescriptionDescription:Job Title: Product ManagerDepartment: Product ManagementReports To: Vice President or Director or Senior Manager of Product Management______________________________________________________________________________________________________Primary Responsibility: LaMotte is searching for a Product Manager who is hands-on...

  • Accounting Manager

    1 month ago

    Newark, United States Newark Community Street Team Full time

    Under the direct supervision of the CFO, the Grant and Accounting Manager helps to organize and maintain financial records related to accounting, budgeting, financial auditing, and reporting for the organization and specific grants, as assigned. The Grant and Accounting Manager recommends and implements accounting and financial systems to meet contract...

  • Manager, Care Management

    1 month ago

    Newark, United States Centene Corporation Full time

    Position Purpose: Manages the care management team and the care coordination of behavioral health members to develop and assess high quality, cost-effective healthcare outcomes related to mental and behavioral health needs. Manages escalations and care management issues related to members or providers. Oversees and reviews care management required...

  • Cleaning Tech

    4 weeks ago

    Newark, United States Peregrine Team Full time

    Job DescriptionJob DescriptionPeregrine Team is hiring for Cleaning Techs in Newark, NJ. This position is a full-time, contract to hire role with full benefits and competitive pay.  $20/hourJob Duties: Clean, chemically treat, and vacuum physical surfaces within a construction, technical or GMP environment. Polish, finish, strip, and seal floors.Clean...

  • Cleaning Tech

    4 weeks ago

    Newark, United States Peregrine Team Full time

    Job DescriptionJob DescriptionPeregrine Team is hiring for Cleaning Techs in Newark, NJ. This position is a full-time, contract to hire role with full benefits and competitive pay.  $20/hourJob Duties: Clean, chemically treat, and vacuum physical surfaces within a construction, technical or GMP environment. Polish, finish, strip, and seal floors.Clean...

  • Quick Service Restaurant Assistant Manager

    2 months ago

    Newark, United States Master Concessionair Full time

    Job DescriptionJob DescriptionBenefits Health, Dental, Vision, 401K and more.....Salary + BonusPosition Summary:  An MCA Assistant Manager is responsible for assisting the Manager in all day-to-day restaurant operations. This may include BOH and FOH hiring, supervisor/employee development and training, performance documentation, adequate staffing, adherence...

  • Quick Service Restaurant Assistant Manager

    4 weeks ago

    Newark, United States Master Concessionair Full time

    Job DescriptionJob DescriptionBenefits Health, Dental, Vision, 401K and more.....Salary + BonusPosition Summary:  An MCA Assistant Manager is responsible for assisting the Manager in all day-to-day restaurant operations. This may include BOH and FOH hiring, supervisor/employee development and training, performance documentation, adequate staffing, adherence...