Fund Reporting & Tax Specialist I

Aumni; Metro Manila; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

JPMorganChase seeks a Financial Reporting and Tax Team Lead to oversee timely preparation and review of portfolio-level accounting and tax deliverables, ensuring accuracy and regulatory compliance.

You will coach, train, and mentor team members, drive process improvements, and coordinate with offshore/onshore stakeholders to resolve dependencies while maintaining documentation. A degree in accounting and CPA/CA preferred.

Qualifications

• Bachelor’s degree in Accounting or related field or recognized accounting qualification (CA/CPA).
• At least 3 years of experience in financial reporting, tax, or audit.
• Experience reviewing reconciled trial balances and financial statements.
• Understanding of IFRS and core financial reporting principles.
• Experience preparing taxable income calculations for distributions and indirect tax filings.
• Ability to review others' work and provide actionable feedback.
• Leadership through mentoring, training, or leading initiatives/projects.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication; can manage multiple deadlines.

Responsibilities

• Review reconciled trial balances, financial statements, and supporting workpapers for completeness and accuracy.
• Support preparers with guidance on processes and deliverable requirements, including audit packs and tax schedules.
• Perform quality checks on deliverables including statements, taxable income calculations, and indirect tax filings.
• Manage deliverable timelines across daily, monthly, quarterly, semi-annual, and annual cycles.
• Prepare deliverables during capacity constraints to maintain service continuity and deadlines.
• Coordinate with Australia-based stakeholders via email and phone to resolve dependencies.
• Ensure timely, accurate, and well-documented responses to stakeholder queries.
• Maintain and update standard operating procedures; recertify with approving group.
• Lead knowledge-sharing and continuous learning to improve quality and reduce errors.
• Train and mentor new team members with ongoing coaching.

Skills

Leadership capability

Analytical skills

Effective communication

Deadline management

Mentoring

Education

Bachelor’s degree in Accounting or related field

Active CPA/CA qualification (preferred)

Job description

JPMorganChase seeks a Financial Reporting and Tax Team Lead to oversee timely preparation and review of portfolio-level accounting and tax deliverables, ensuring accuracy and regulatory compliance.

You will coach, train, and mentor team members, drive process improvements, and coordinate with offshore/onshore stakeholders to resolve dependencies while maintaining documentation. A degree in accounting and CPA/CA preferred.