Client Tax & Financial Reporting Specialist

JPMorganChase; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

J.P. Morgan in Sydney is seeking a Client Tax Associate within the Financial Reporting Team to deliver timely and accurate reporting for fund clients, while collaborating with operations, tax, and governance partners.

You will clarify requirements, resolve queries, strengthen controls, and drive process improvements in a high-quality operating model, with audit readiness and timely responses to deadlines.

Qualifications

• Bachelor's degree in Accounting or related discipline.
• CPA/CA qualification preferred.
• 6 years of experience in financial accounting or tax-related roles in financial services or professional services.
• Experience producing statutory financial statements and applying AASB/IFRS requirements.
• Experience with tax reporting activities, including income tax returns and trust distributions.
• Proven ability to plan, prioritize, and meet deadlines across concurrent reporting cycles.
• Proficiency with Microsoft Excel for analysis, reconciliations, and reporting outputs.
• Strong written and verbal communication; ability to influence stakeholders.

Responsibilities

• Review and deliver client reporting products, including distributions, trial balances, financial statements, and regulatory reports
• Interpret and apply reporting requirements, including ABS reporting 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

Excel proficiency

Analytical skills

Written and verbal communication

Stakeholder management

Client relationship building

Time management

Problem solving

Education

Bachelor's degree in Accounting

CPA or CA certification

Tools

Microsoft Excel

Job description

J.P. Morgan in Sydney is seeking a Client Tax Associate within the Financial Reporting Team to deliver timely and accurate reporting for fund clients, while collaborating with operations, tax, and governance partners.

You will clarify requirements, resolve queries, strengthen controls, and drive process improvements in a high-quality operating model, with audit readiness and timely responses to deadlines.