Wm Solutions - Mumbai, India - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Mumbai, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

General:

Within J.P.

Morgan's Private Bank, the Alternative Investments Group ("AIG") is a global team of experienced professionals based in New York, Hong Kong, London and Geneva whose goal is to identify and bring to J.P.

Morgan's private bank and wealth management clients a diverse array of attractive alternative investment opportunities.

With over $100 billion of client capital invested across hedge funds, private equity and real estate opportunities, the AIG team brings a unique perspective to sourcing and offering alternative investment opportunities to J.P.

Morgan's private banking and wealth management clients. The AIG team uses a \"best-of-breed\" approach to source opportunities across its broad platform.

A disciplined selection process enables the group to offer wealth management clients top quality investment opportunities from both within and outside of the firm through third-party managers.

The Alternative Funds Tax Team is one component of the broader AIG platform, positioned within the Private Bank's Wealth Management Investment Solutions' Alternative Funds Management Team.

Description of Position:

This job will require working in a team and partnering with the NY-based Alternative Funds Tax

The team, currently consisting of 4 individuals based in the U.S., oversees global tax reporting for over 300 private equity fund of funds, hedge fund of funds, hybrid fund of funds and actively managed multi-asset class and real estate funds.

The funds are domiciled across multiple jurisdictions with assets totaling over $60Bn in AUM.

Global tax reporting currently includes that for U.S., German, U.K., French, Swiss, Danish and Canadian tax as well as FATCA and the Common Reporting Standard ("CRS").

Responsibilities:

Frequently interacting and coordinating with the Private Bank's thirdparty U.S. and international tax advisors, administrators and fund managers, as well as various teams within the JPMorgan, including Corporate Tax (U.S. and international), Funds Control, Structuring, Marketing, Investor Relations, Middle Office, Legal, Tax Operations and the global sales force.
Reviewing and signing off tax work papers and returns prepared by thirdparty tax advisors
Preparing tax provisions
Directly engage with our Alts Tax team and third party fund tax advisors on a daytoday basis to discuss deliverables, tax issues, and work through reporting and deliverables for the team.
Ensuring timely receipt of information necessary to prepare tax filings
Liaising with the Investor relations team to answer tax related investor queries
Support & Advising in onboarding of new funds through the review of fund offering material and tax issues for new fund launches

Qualifications:

Masters in tax and/or CA/CPA preferred
7+ years of partnership tax experience for private equity, hedge and/or real estate funds required
Partnership tax return review experience required
Working knowledge of FATCA and CRS preferred
Knowledge of Tax provision, German and U.K. tax preferred
Exceptional consensus building and influence skills, possesses the ability to achieve a common understanding and agreement across groups with differing perspectives.
Excellent verbal and written communication skills demonstrated track record of successful presentation in senior management forums.
Ability to manage priorities, excellent time management skills, comfortable multitasking in a fastpaced environment
Ability to work proactively and learn independently
Strong problem solving skills, high attention to detail and solid analytical skills, ability to think creatively to address issues
Demonstrated ability to communicate and work effectively and build relationships with a variety of internal and external stakeholders/service providers
Ability to get things done in a dynamic and fast paced environment.
Strong commitment to continuous professional development and improvement of oneself
Strong Excel skills. Familiarity with automation software and capabilities, and preferably experience executing on such initiatives (Alteryx, Xceptor)

JPMorgan Chase & Co., 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 identi