Fund Reporting & Tax Associate I: Lead & Coach

JPMorgan Chase & Co.; Manila; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

JPMorgan Chase & Co. Philippines seeks a Financial Reporting and Tax Team Lead to oversee timely, accurate preparation and review of portfolio-level accounting and tax deliverables supporting client and regulatory requirements.

You will coordinate with offshore/onshore stakeholders, coach team members, and drive process improvements while ensuring high-quality deliverables across multiple deadlines and stakeholder groups.

Qualifications

• Bachelor’s degree in Accounting or a recognized accounting qualification (CPA/CA).
• 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).
• Ability to review the work of others and provide clear, actionable feedback.
• Demonstrated leadership through mentoring, training, or leading initiatives/projects.
• Advanced analytical skills with strong attention to detail.
• Effective written and verbal communication with ability to manage multiple deadlines.

Responsibilities

• Review reconciled trial balances, financial statements, and supporting workpapers to ensure completeness and accuracy.
• Guide preparers on processes and deliverable requirements, including audit packs and tax reporting schedules.
• Perform quality checks on deliverables and tax filings.
• Manage deliverable timelines across daily, monthly, quarterly, and annual cycles.
• Prepare deliverables during capacity constraints to maintain service continuity.
• Coordinate with Australia-based stakeholders to resolve dependencies and clarify issues.
• Ensure team responses to queries are timely and well-documented.
• Maintain and update standard operating procedures and periodic recertification.
• Lead knowledge-sharing and continuous learning to improve quality.
• Train and mentor new team members through regular coaching sessions.
• Drive process enhancements and productivity initiatives.

Skills

Financial reporting

Tax reporting

Audit experience

Leadership

Mentoring

Analytical skills

Communication

Deadline management

Process improvement

Team coaching

Education

Bachelor’s degree in Accounting

CPA/CA qualification

Job description

JPMorgan Chase & Co. Philippines seeks a Financial Reporting and Tax Team Lead to oversee timely, accurate preparation and review of portfolio-level accounting and tax deliverables supporting client and regulatory requirements.

You will coordinate with offshore/onshore stakeholders, coach team members, and drive process improvements while ensuring high-quality deliverables across multiple deadlines and stakeholder groups.