Asset Management – Tax Fund Accountant – Associate

JOB DESCRIPTION J.
P.
Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles.
Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.
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Morgan Asset Management.
Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes.
Customized alternative portfolios can be tailored to individual client needs.
We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Role Summary JPMIM’s Infrastructure Investment Fund (“IIF”) identifies, analyzes, acquires and manages infrastructure and infrastructure-related assets located generally in member countries of the Organizations for Economic Co-Operation and Development (“OECD”).
IIF also assesses capital markets and controls investment risk in determining the optimal financing, diversification and disposition strategies for the managed assets.
The Tax Group of IIF seeks an Associate with extensive experience in real estate/infrastructure taxation to assist with all tax aspects of its direct and indirect infrastructure investments.
Job Responsibilities Understanding of tax matters related to the establishment of funds, feeder entities, holding companies, etc.
Maintain control logs of tax data for fund entities.
Responsible for Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Country by Country (CbC) reporting requirements and implementation for the Fund.
Coordinate with service providers to review and validate investor CRS & W-8/W-9 forms and maintain database of investor tax documentation.
Monitor US federal, state and local and non-US jurisdiction income tax filing requirements of Fund entities.
Prepare FAS 109 provisions and assist in preparation of FIN 48 memo.
Coordinate with product specialist to review and maintain database of investor information for K-1, 1042-S, and other tax reporting distribution.
Review quarterly and annual withholding tax filings (foreign, US federal, state and local) and review externally prepared foreign, US federal, state, and local tax filings.
Coordinate and review annual 1099 filings Respond to notices from foreign, US Federal, State and local tax authorities.
Respond to investor tax requests.
Coordinate with portfolio company teams to gather information necessary to complete tax analyses and filings for Fund entities.
Required qualifications, capabilities and skills 4-6 years of experience required with experience in one or more of the following industries: Real Estate/Infrastructure/Private Equity Strong working knowledge of taxation of corporations and partnerships.
Understanding of issues around FDAP, ECI and UBTI.
Experience with tax implications of International funds and working knowledge/experience with tax provisions for funds Understanding of investor tax positions and considerations in other countries.
Ability to research and resolve various tax reporting and structuring issues.
Extensive understanding of withholding requirements and FBAR reporting.
Technical Systems: RIA, CCH, BNA, and Microsoft Office.
Preferred qualifications, capabilities and skills CPA preferred, not required ABOUT US 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.
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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 and perspectives that 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.
In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
(If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.
) We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.
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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.