Client Tax & Financial Reporting Specialist

JP Morgan Chase; Australia; On-site; AUD 120,000 - 170,000; Full time

Job summary

JP Morgan Chase is seeking a Client Tax Associate within our Financial Reporting Team in Australia. The role focuses on delivering timely, accurate client reporting for fund clients, with collaboration across operations, tax, and governance partners.

You’ll clarify requirements, resolve queries, and contribute to a high-quality operating model while driving process improvements. You will work to ensure audit readiness and control discipline, building strong relationships with clients and

Qualifications

• Bachelor’s degree (or equivalent) in Accounting or related discipline.
• Chartered Accountant or CPA qualification.
• 6 years of experience in financial accounting or tax-related roles within financial services or professional services.
• Experience producing statutory financial statements and applying AASB and IFRS requirements.
• Experience with tax reporting activities, including income tax returns and trust distribution calculations.
• Proven ability to plan, prioritize, and meet deadlines across concurrent reporting cycles.
• Proficiency with Microsoft Excel for analysis, reconciliations, and reporting outputs.
• Strong analytical skills with clear written and verbal communication.
• Demonstrated ability to build trust and influence across stakeholders and client contacts.

Responsibilities

• Review and deliver client reporting products, including distributions, trial balances, financial statements, and regulatory reports.
• Interpret and apply reporting requirements, including ABS and AASB 7 reporting.
• Ensure deliverables are completed on time and aligned to client service level agreements.
• Partner with tax leadership to address financial reporting and tax-related questions and exceptions.
• Coordinate client communication to clarify reporting requirements and respond to queries.
• Build and maintain trusted relationships with clients and internal stakeholders as a financial reporting subject matter resource.
• Represent financial reporting in client projects, process improvement initiatives, and product enhancements.
• Support governance reporting and maintain strong audit readiness through adherence to control and documentation standards.
• Identify root causes of errors and implement improvements to reduce rework and operational risk.
• Provide backup coverage and support teammates during peak-volume reporting cycles.
• Promote a risk-aware culture by proactively identifying, escalating, and mitigating operational risks.

Skills

Analytical skills

Written communication

Stakeholder influence

Education

Bachelor's degree in Accounting

CA/CPA qualification

Tools

Microsoft Excel

Job description

JP Morgan Chase is seeking a Client Tax Associate within our Financial Reporting Team in Australia. The role focuses on delivering timely, accurate client reporting for fund clients, with collaboration across operations, tax, and governance partners.

You’ll clarify requirements, resolve queries, and contribute to a high-quality operating model while driving process improvements. You will work to ensure audit readiness and control discipline, building strong relationships with clients and