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
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
Skills Required
- Bachelor’s degree in any field (BA or BS)
- Experience supporting Common Reporting Standard (CRS) reporting
- Experience supporting Foreign Account Tax Compliance Act (FATCA) reporting
- Understanding of tax certifications using Form W-8, Form W-9, and CRS Self-Certification
- Understanding of FI/NFE and Active/Passive NFE classifications
- Experience with reconciliations, exception handling, and evidence retention
- Clear written and verbal communication for investor outreach and stakeholder coordination
- Experience supporting more than one CCB Operations function or line of business
- Strong Excel skills, including filters, pivots, and lookups
- Experience with workflow tools or basic data querying
- Additional FATCA experience where processes are combined
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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