Financial Reporting & Tax Specialist I

JPMorganChase; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase in the Philippines is seeking a Financial Reporting and Tax Team Lead to oversee timely preparation and review of portfolio-level accounting and tax deliverables. You will coordinate with offshore/onshore stakeholders and continuously improve team processes.

You will coach, train, and mentor the team, drive quality outcomes, and manage multiple deadlines across annual cycles while ensuring compliance with IFRS and tax filings.

Qualifications

• Bachelor's degree in Accounting or related field, or a recognized accounting qualification (for example, Chartered Accountant or Certified Public Accountant)
• At least 3 years of experience in financial reporting, tax, or audit
• Experience preparing or reviewing reconciled trial balances and financial statements
• Understanding of IFRS and core financial reporting principles
• Experience preparing or reviewing taxable income calculations for distribution purposes
• Experience supporting annual tax return preparation and indirect tax filings (e.g., BAS)
• Demonstrated ability to review the work of others and provide clear, actionable feedback
• Demonstrated leadership capability through mentoring, training, or leading initiatives/projects
• Advanced analytical skills with strong attention to detail
• Effective written and verbal communication skills, with the ability to manage multiple deadlines and stakeholder expectations

Responsibilities

• Review reconciled trial balances, financial statements, and supporting workpapers to ensure completeness and accuracy
• Support preparers by providing guidance on processes and deliverable requirements, including audit packs and tax reporting schedules
• Perform quality checks on deliverables prepared by team members, including financial statements, taxable income calculations, and indirect tax filings (for example, business activity statements)
• Manage deliverable timelines across daily, monthly, quarterly, semi-annual, and annual cycles to meet client and third-party deadlines
• Prepare deliverables during capacity constraints to maintain service continuity and deadline adherence
• Coordinate with Australia-based financial reporting and tax stakeholders via email and phone to resolve dependencies and clarify issues
• Ensure team responses to stakeholder queries are timely, accurate, and well-documented
• Maintain and update standard operating procedures, ensuring periodic review and recertification by the relevant approving group
• Lead knowledge-sharing and continuous learning activities to improve quality and reduce errors in deliverables
• Train and mentor new team members and provide ongoing coaching through regular one-on-one sessions
• Drive process enhancement and productivity initiatives, including participation in or leadership of team committees/governance forums

Skills

Leadership

Analytical skills

Communication

Deadline management

IFRS knowledge

Education

Bachelor's degree in Accounting or related field, or equivalent accounting qualification (CA/CPA)

Job description

JPMorganChase in the Philippines is seeking a Financial Reporting and Tax Team Lead to oversee timely preparation and review of portfolio-level accounting and tax deliverables. You will coordinate with offshore/onshore stakeholders and continuously improve team processes.

You will coach, train, and mentor the team, drive quality outcomes, and manage multiple deadlines across annual cycles while ensuring compliance with IFRS and tax filings.