Review partnership tax workpapers/returns and provisions for global alternatives funds, partnering with advisors and strengthening controlJoin a global Alternatives Tax team supporting complex, multi-jurisdictional fund structures at scale. You'll work closely with leading tax advisors and internal stakeholders to deliver accurate, timely tax reporting. Help strengthen controls and drive smarter, more efficient tax operations.
As an Alternatives Tax Analyst within Private Bank - Alternatives Tax Team, you provide first-level review and analysis for global tax reporting across alternative investment funds. You review third-party prepared workpapers and partnership returns, identify issues, and support tax provisions and client inquiries. You partner extensively with internal teams and external advisors to improve controls, enable launches, and ensure timely delivery.
Job Responsibilities
- Review tax workpapers and returns prepared by third-party advisors during estimates and K-1 season.
- Identify partnership tax issues and escalate items requiring technical interpretation or remediation.
- Prepare tax provisions and supporting schedules in line with reporting requirements.
- Discuss technical tax matters with U.S. and international tax advisors to resolve open items.
- Coordinate timely collection of inputs required to complete tax filings and reporting deliverables.
- Respond to client tax inquiries with clear, accurate, and timely communication.
- Enhance operational controls and documentation to reduce risk and improve consistency.
- Support new business launches by aligning tax reporting needs, timelines, and stakeholders.
- Interact frequently with administrators, fund managers, and third-party advisors to manage deliverables.
- Partner with internal teams (Corporate Tax, Funds Control, Structuring, Legal, Operations, Sales) to execute reporting.
- Maintain strong organization and recordkeeping for auditability, reviews, and recurring processes.
Required qualifications, capabilities and skills- Bring Tat least 2 years of partnership tax experience across private equity, hedge funds, and/or real estate funds.
- Demonstrate partnership return review experience, including Forms 1065 and/or 1120.
- Communicate effectively with strong verbal and written skills across technical and non-technical audiences.
- Manage competing priorities with strong time management in a fast-paced, multi-deadline environment.
- Work proactively and learn independently with strong ownership and follow-through.
- Apply strong analytical skills, attention to detail, and structured problem-solving to identify and resolve issues.
- Use Microsoft Word, Excel, and PowerPoint effectively for analysis, documentation, and stakeholder updates.
Preferred qualifications, capabilities and skills- Hold a Master's degree in Tax and/or CA/CPA qualification.
- Combine public accounting and industry experience, including exposure to Big 4 environments.
- Apply working knowledge of FATCA and CRS reporting requirements.
- Demonstrate familiarity with German, U.K., and other international tax regimes relevant to fund structures.
- Show prior experience preparing or reviewing tax provisions for alternative investment vehicles.
- Leverage tax research tools to support issue identification and technical analysis.
- Execute automation initiatives using tools such as Alteryx or Xceptor to improve efficiency and controls.
ABOUT USJPMorganChase, 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 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.
ABOUT THE TEAMJ.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.
