JPMorganChase
Securities Services Operations - Financial Reporting - Client Tax Associate
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Delivers accurate financial reporting, distributions, statutory statements, regulatory reports, and tax reporting for fund clients. Partners with clients, tax leaders, operations, and governance stakeholders to resolve queries, meet deadlines, maintain controls and audit readiness, and mitigate operational risk. Identifies root causes and implements process improvements while supporting reporting cycles, client projects, and product enhancements.
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)
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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