JPMorgan Wealth Management Solutions Alternative Investments Tax Associate 

United States, New Jersey, Jersey City 

68621324

Job Summary

We are seeking a highly-motivated individual joining the Alternative Investment Tax team, with split reporting to Executive Directors of the team. This position will support all tax aspects and engagements for the Private Bank’s single asset fund and discretionary fund real estate business, and additionally supporting various tax regimes including U.S., Luxembourg, Spanish, German, U.K., French, Swiss, Danish and Canadian tax as well as FATCA and the Common Reporting Standard (“CRS”). Primary responsibilities include reviewing tax work papers and filings prepared by third-party tax advisors, preparing tax provisions, discussing tax technical issues with third-party fund managers and tax advisors, planning tax engagements, management of third-party tax advisors, ensuring timely receipt of information necessary to prepare tax filings and answering client tax questions. Additional responsibilities include enhancing operational controls, supporting new business launches and customized Alternatives offerings, participation in platform governance, as well as other special projects and strategic initiatives led by the Tax team. The position requires significant problem-solving and organization skills.

Required Qualifications:

• Minimum of 3-5 years of experience in U.S. federal tax experience
• At least 2 years of U.S. federal tax experience related to private equity and/or hedge funds
• Partnership tax experience
• Bachelor’s degree in accounting
• Strong oral and written communication skills as well as strong interpersonal and organizational skills
• Ability to work proactively and learn independently
• Ability to multi-task in a fast paced environment
• Excellent time management
• Strong Microsoft Word and Excel (sums, pivot tables, v-lookups, data manipulation)

Preferred Qualifications:

• Real estate fund U.S. federal tax experience
• Tax Provision experience
• Masters in Tax and/or CPA
• Working knowledge of FATCA and CRS
• Proficiency with PowerPoint
• Proficiency with Alteryx. Xceptor, and Python