Alternative Funds Tax Operations Associate

Job Description

Are you looking for a place that values your knowledge, skills, and abilities? You have found the right team!

As an Alternative Funds Tax Operations Associate within the Wealth Management (WM) team, you will support the U.S. Private Bank by helping ensure the timely and accurate completion of CRS and FATCA reporting. In this role, you will work within a newly implemented Alts Blotter that centralizes client tax forms and supports the validation of key data fields for Common Reporting Standard (CRS) and the Subscriber Tax Information Form (STIF). You will partner with cross-functional stakeholders to help drive consistent execution of regulatory reporting requirements and strengthen day-to-day tax compliance controls.

Job responsibilities  

• Review and validate tax forms housed in the Alts Blotter, confirming completeness and accuracy of required fields for CRS and the STIF
• Coordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as needed
• Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required changes
• Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations

 

Required qualifications, capabilities, and skills  

• BA/BS required 
• Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting 
• Understanding tax certifications via Form W-8, Form W-9, and CRS Self-Certification. classification (FI/NFE; Active/Passive NFE)
• Strong data and controls capability: reconciliations, exception handling and evidence retention
• Clear written and verbal communication for investor outreach, good communication and stakeholder coordination skills; able to write clear follow-ups and escalate issues with supporting facts

 

Preferred qualifications, capabilities, and skills  

• Preferred experience supporting more than one CCB Operations Function/Line of Business
• Comfortable working with data: strong Excel skills (filters, pivots, lookups); experience with workflow tools or basic data querying is a plus
• FATCA experience often a plus where processes are combined

 

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​