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JPMorgan Chase Global Incentives Vice President in Columbus, Ohio

The key responsibilities for the Incentives & Real Estate Tax Vice President position are as follows:

  • Lead business and energy incentive projects that support the bank's location strategy decisions as well as drive savings for energy/sustainability real estate projects

  • Perform extensive research about available incentives from federal, state, and local governments as well as utility providers which align with proposed or planned JPMC initiatives

  • Manage the RFP process to identify incentives, energy, and real estate tax consultants who will provide subject matter expertise as well as guide JPMC through the incentive/real estate processes for specified initiatives

  • Define energy incentive vendor expectations, manage goals, monitor progress/performance and proactively manage these projects

  • Ensure JPMC satisfies all obligations set forth in incentive program contracts as well as legal statutes

  • Manage GIG's compliance filing calendar and establish processes to guarantee all deadlines are satisfied

  • Lead meetings and communicate consistently with government relations, regional real estate teams, finance, accounting, and corporate tax to confirm all stakeholders are aware about the status of GIG initiatives

• Demonstrate advanced knowledge of real property tax calendar including understanding of all tax payment dates, tax appeal deadlines, and compliance filing deadlines

• Work between JPMC finance and accounting teams to provide tax payment projections and updated accruals for all owned and net lease properties

• On a recurring basis, work with Global Incentives Associate to notify tax appeal and tax payment agents of any portfolio changes including property acquisitions, dispositions, expirations, and terminations

• Read lease documentation and decipher relevant tax appeal and tax payment responsibility for net lease properties including when to properly commence and conclude tax payments

• In conjunction with retail division identify all tax abatement opportunities for new retail branches or qualified retail renovations

• Review all real property tax filing compliance including submission of Nassau County Annual Survey of Income and Expense (ASIEs), New York City Real Property Income & Expense forms (RPIEs), New Jersey Chapter 91s requests, Cook County Owner / Lessee Verification Affidavits, and New York City Tax Commission protest forms

• Jointly work with Sustainability team to review energy pipeline and file necessary documentation to receive eligible renewable energy property tax exemptions

• Maintain extensive tracking of all tax appeals including calendar year appeals filed, appeals settled and potential / realized tax appeal refunds and offsets

  • Oversee cost segregation studies and capital allowance projects which generate income tax savings for JPMC

  • Make certain that GIG adheres to all JPMC's compliance guidelines including the sworn document process, third party oversight / third party intermediary requirements, etc.

  • Develop professional presentations for senior management

  • Lead efforts to modernize and improve GIG's reporting framework

Qualifications:

• Minimum of 7-10 years of prior incentive and real estate tax experience with a consulting firm or in house with a multinational corporation

• Bachelor's degree required - preference for accounting, architecture, engineering, or finance; Master's degree in a relevant field is preferred (AIA, MAI or CMI designation is a plus)

• A proven track record of negotiating business incentive deals and managing incentive compliance for a multinational corporation

• Extensive professional knowledge of business / energy incentives at the federal, state, and local levels of governments as well as from utility providers

• UK real estate tax experience is required; international incentive and real estate tax experience is preferred (APAC, EMEA, LATAM)

• Flexibility to work at all hours to manage projects impacting JPMC's EMEA and APAC operations

• In depth understanding of all aspects surrounding New York City Industrial & Commercial Abatement ("ICAP") program

• Advanced knowledge of tax modeling and valuation techniques

• Ability to communicate cross functional, technical property tax issues to non-tax professionals

• Knowledge of office, retail, industrial warehouse, and data center valuations

• Project management experience is required; PMP certification is a plus

• Expertise reading leases and working in partnership with Legal and Lease Administration departments

• LEED AP with specialty certification required

• Excellent presentation and communication skills

• Skilled in Microsoft Office products (MS Word, Excel, PowerPoint, Access, Visio, Project)

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