Senior Client Tax & Reporting Specialist

JP Morgan Chase; Sydney; In loco; AUD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Stakeholder management

Analytical skills

Written and verbal communication

Ability to work under time pressure

Attention to detail

Client-facing

Cross-functional collaboration

Formazione

Bachelor’s degree in Accounting or related discipline

Strumenti

Excel

Descrizione del lavoro

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.