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Overview of JNAM
Jackson National Life Insurance Company (Jackson) offers products, tools, and support designed to help Americans plan for a retirement with purpose. Jackson National Asset Management, LLC (JNAM) is the investment manager responsible for selecting and monitoring the asset managers of the JNL Funds – a series of proprietary mutual funds that facilitates investment freedom for contract owners within the Jackson variable annuity platform. JNAM is also responsible for providing accounting and administrative services for the Funds. In addition, JNAM directly manages several risk-based multi-strategy fund-of-fund offerings available exclusively through Jackson products.
Working at JNAM
At JNAM, we pursue individuals who exhibit dedication and willingness to learn in a high performing culture. We encourage collaboration and give our associates and leaders the freedom to speak openly and share new ideas. Our values guide our internal conduct and help define meaningful internal and external relationships. We attract and retain talent who believe in our culture and take ownership in delivering results.
As one of Chicago’s largest money managers, and a top 15 mutual fund complex in the US, working at JNAM provides the opportunity to work with complex investment offerings and well-known investment management firms. Our investment partners are selected and monitored through a rigorous due diligence process focused on performance, repeatability, operations, oversight, and fit.
We firmly believe in the “One Jackson” approach: working closely with our parent company and other affiliates to achieve financial goals, while also recognizing our strength lies in the people we employ and communities we serve.
We value our people:
·Fair pay, pay-for-performance, and competitive benefits
·Talent development
·D&I: Business Resource Associate Groups (BRAGs)
·Emotional well-being
·Financial wellness
We value our community:
·Charitable giving to communities
·Financial education
·Associate volunteerism and giving
Job Purpose
Participates in the calculation, verification, and remittance of taxes to various state and federal government reporting agencies. Prepares various schedules and analyses in support of tax functions. Performs tax research as assigned.
Essential Responsibilities
Prepares various schedules and analyses in support of tax functions.
Calculates fiscal and excise tax provisions and participates in return preparation.
Calculates partnership taxable income and allocations, and participates in return preparation.
Participates in the computation of distributions.
Calculates the Foreign Tax Credit (FTC) and Dividends Received Deduction (DRD), as well as prepares other tax schedules related to year-end shareholder tax reporting.
Prepares and/or analyzes quarterly diversification tests.
Analyzes wash sale transactions, passive foreign investment company transactions, and REIT reclassifications, as well as various other tax adjustments.
Completes various documents to assist in complying with foreign filing requirements and obtaining treaty relief.
Completes tax projects as assigned.
Performs tax research.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Basic understanding of accounting and tax principles and practices.
General knowledge of financial markets, mutual funds, and other investment vehicles.
Ability to research and interpret tax laws and regulatory requirements.
Proficient in Microsoft Word and Excel and has the ability to learn relevant department software.
Detail oriented, organized, and able to prioritize work to meet deadlines.
Good analytical skills.
Good written and verbal communication skills.
Ability to work independently and as part of a team.
Qualifications
Bachelor's Degree in Accounting or Finance required.
0-2 years of relevant experience required.
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We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
