Tax Analyst
JPMorgan Chase - New York, NY

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Job Description

This position is in the Private Bank Alternative Investments Tax Compliance Team and relates to tax technical responsibilities of the team. This position reports directly to the Tax Vice President.

Primary duties:
Experience in handling US and non-US tax issues with regard to private equity funds, hedge funds and real estate funds

Coordinate the flow of information among third-party funds, fund administrators, tax preparers and internal teams in connection with the preparation of US federal and state tax filings as well as non-US tax filings

Top-level review of federal and state partnership tax returns prepared by third-party tax preparers

Respond to federal and state tax notices

Answer client tax inquiries regarding issuance of tax documents (e.g., US tax estimates, US K-1s, US state tax returns and non-US tax reporting)


Skill Requirements:
1-2 years of experience in US federal income tax, preferably related to hedge funds, private equity funds and real estate funds

CPA, Big 4 accounting firm experience a plus

Proficiency in Excel

Excellent organization skills

Ability to communicate effectively (orally and in written form) with a wide range of professionals both internal and external to JPM

Familiarity with state composite filings a plus

Knowledge of MicroSoft MS Access a plus

Knowledge of US tax withholding regulations and procedures a plus

Knowledge of German and UK tax reporting a plus



Primary Location

US-NY-New York


Asset & Wealth Management



Job Type



Day Job

Employee Status


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