Tax Ops Associate, Alternative Funds – CRS/FATCA Focus
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JPMorganChase's Wealth Management team seeks an Alternative Funds Tax Operations Associate to support CRS and FATCA reporting for the U.S. Private Bank.
You will work within the newly implemented Alts Blotter that centralizes client tax forms and supports validation of key data fields. Responsibilities include reviewing and validating tax forms for completeness and accuracy, coordinating outreach and exception management, analyzing data for consistency, and collaborating with Client Services,