Securities Services Operations - Financial Reporting - Client Tax Associate

JP Morgan Chase; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

JP Morgan Chase is seeking a Client Tax Associate in the Financial Reporting Team to deliver timely, accurate reporting and distributions for fund clients. You will partner with clients and internal stakeholders to clarify requirements, resolve queries, and provide technical input on accounting and tax topics.

You’ll strengthen controls, support governance reporting, and drive process improvements while maintaining audit readiness.

Qualifications

• Bachelor’s degree in Accounting or related discipline.
• CA or CPA qualification.
• Experience with statutory financial statements and applying AASB/IFRS requirements.
• Experience with tax reporting activities.
• Proven ability to plan, prioritize, and meet deadlines across concurrent reporting cycles.
• Proficiency with Microsoft Excel for analysis and reporting.
• Strong written and verbal communication.
• Demonstrated ability to build trust and influence across stakeholders and clients.
• Experience partnering with clients to gather requirements and resolve reporting queries.

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.
• 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 SME.
• Represent financial reporting in client projects, process improvement initiatives, and product enhancements.
• Support governance reporting and maintain audit readiness through adherence to control standards.
• Identify root causes of errors and implement improvements to reduce rework and risk.
• Provide backup coverage and support teammates during peak reporting cycles.

Skills

Stakeholder management

Analytical skills

Written and verbal communication

Ability to work under time pressure

Attention to detail

Client-facing

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or related discipline

Tools

Excel

Job description

Your work will help clients make confident decisions with clear, accurate financial reporting. You’ll join a collaborative team that values quality, curiosity, and continuous improvement. We’ll support your growth through varied client exposure, skill development, and opportunities to lead change. You’ll build strong partnerships across stakeholders while delivering outcomes that matter. If you enjoy accountability and teamwork, you’ll thrive here.

As a Client Tax Associate in Financial Reporting Team, you deliver timely, accurate financial reporting and distributions for fund clients. You partner with clients and internal stakeholders to clarify requirements, resolve queries, and provide technical input across accounting and tax topics. You help strengthen controls, support governance reporting, and contribute to a risk-aware, high-quality operating model. You’ll also drive process excellence by identifying recurring issues and implementing practical improvements. You’ll work in a team environment where ownership, learning, and client outcomes are central.

You’ll work closely with operations, tax, and governance partners to deliver reporting products across multiple funds and deadlines. The team focuses on accuracy, responsiveness, and continuous improvement while maintaining strong audit readiness and control discipline.

Job responsibilities

• Review and deliver client reporting products, including distributions, trial balances, financial statements, and regulatory reports
• Interpret and apply reporting requirements, including Australian Bureau of Statistics (ABS) reporting and Australian Accounting Standards Board (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
  

Required qualifications, capabilities, and skills

• Bachelor’s degree (or equivalent) in Accounting or a related discipline
• Chartered Accountant or Certified Practising Accountant (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 Australian Accounting Standards Board (AASB) and International Financial Reporting Standards (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
• Experience partnering with clients to gather requirements and resolve reporting queries
• Ability to maintain quality and accuracy under time pressure during peak periods
  

Preferred qualifications, capabilities, and skills

• Experience in a Chartered Accountant or Certified Practising Accountant (CPA) firm environment
• Experience leading process improvement initiatives (e.g., standardizing templates, reducing manual steps, strengthening controls)