Associate - Alternative Funds Tax

At JPMorgan Private Bank, our Alternative Investments Group (AIG) offers a wide range of attractive investment opportunities to our wealth management clients. With over $100 billion in client capital, we provide a unique perspective on sourcing and offering top-quality investments.  Analysts benefit from unique exposure to wealth management products and teams across J.P. Morgan Chase.

As an Associate within the Alternative Funds Tax Team, you will be part of a dynamic group responsible for global tax reporting for a variety of funds. Based in Mumbai, you will collaborate with a team of experts to ensure compliance across multiple jurisdictions, including the U.S., Europe, and Canada.

Job Responsibilities:

• Review tax work papers and returns prepared by third-party tax advisors.
• Prepare tax provisions and discuss technical issues with advisors.
• Ensure timely receipt of information for tax filings.
• Answer client tax questions and enhance operational controls.
• Support new business launches and coordinate with third-party tax advisors.
• Interact with various teams within JPMorgan, including Corporate Tax, Funds Control, and Legal.

Required Qualifications, Capabilities, and Skills:.

• 4+ years of partnership tax experience for private equity, hedge, and/or real estate funds.
• Experience in partnership tax return review.
• Excellent verbal and written English communication skills.
• Ability to manage priorities and multitask in a fast-paced environment.
• Strong problem-solving skills and attention to detail.
• Demonstrated ability to build relationships with internal and external stakeholders.
• Strong organizational and recordkeeping skills.
• Proficiency in Excel and familiarity with automation software (e.g.,Python, Alteryx, Xceptor).

Preferred Qualifications, Capabilities, and Skills:

• Master's in tax and/or CPA preferred

JPMorganChase, 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.