Client Tax Operations - Associate

Posted 23 Days Ago
Be an Early Applicant
Sydney, New South Wales, AUS
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provide tax services and reporting to internal and external clients, manage tax queries, maintain client relationships, support tax-related projects and product development, identify and mitigate operational risks, and contribute to process improvement and team knowledge sharing.
Summary Generated by Built In

Are you a detail-oriented professional with a passion for Client Tax? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level.

As an Associate in the Client Tax Operations team, you will be responsible for the provision of tax services to both internal and external clients, including managing client’s tax queries and deliverables. In your new role, you will utilise your strong analytical and problem-solving skills. You will be required to work together with others in the Tax Services team and others within the organisation to ensure the delivery of our products and services are of high quality. You will also be required to provide support on a broad range of tax related projects and new product development.

Job responsibilities

  • Deliver a full range of tax services and reporting to internal and external client, including review of supplementary tax reporting.
  • Liaise with clients on their tax reporting requirements and tax queries
  • Build and maintain internal and external client relationships, acting as a subject matter expert for tax related queries
  • Provide support on specific projects relating to clients, process improvements and product development
  • Identify and mitigate operational risks associated with tax reporting and processes
  • Share knowledge and actively develop self and others in the team 

Required qualifications, capabilities, and skills 

  • Relevant tertiary qualification (e.g. Accounting/Finance/Law)
  • Effective analytical and problem solving skills
  • Achievement orientated, strong attention to detail and focus on continuous process improvement
  • Effective communication skills and ability to work together in partnership with stakeholders
  • Ability to work autonomously and high degree of accountability for own work
  • Client focused and the ability to adapt to change 

Preferred qualifications, capabilities, and skills

  • 5 years’ experience in tax, preferably gained in a custody, professional accounting or financial services environment
  • Certified Public Accountant (CPA)/Chartered Accountant (CA) qualification or Masters of Tax is highly desirable 
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
  
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.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Relevant tertiary qualification (Accounting, Finance or Law)
  • Effective analytical and problem-solving skills
  • Strong attention to detail and focus on continuous process improvement
  • Effective communication skills and ability to partner with stakeholders
  • Ability to work autonomously with high accountability for own work
  • Client-focused with ability to adapt to change
  • 5 years' experience in tax, preferably in custody, accounting or financial services
  • Certified Public Accountant (CPA)/Chartered Accountant (CA) or Masters of Tax

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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