Are you ready to make an impact in financial reporting for Australia’s top fund managers? Join a team where your expertise and attention to detail help deliver outstanding service and innovative solutions. You’ll collaborate with talented colleagues, engage with leading clients, and grow your career in a supportive, inclusive environment. We value your drive for results and offer opportunities for advancement, skill development, and innovation. Be part of a team that celebrates partnership, learning, and high performance.
As a Financial Reporting Associate in Investor Services team, you deliver timely and accurate financial reporting and distributions for clients, including large fund managers and superannuation funds. You provide technical input on accounting and tax matters, resolve queries, and act as a subject matter expert for financial reporting products. You help drive process improvements, support governance reporting, and build strong client relationships. Join us to make a meaningful impact and advance your career in a dynamic, growth-focused environment.
Job responsibilities
- Review financial reporting products, including Distributions, Trial Balances, Financial Statements, and Regulatory reports (i.e. Australian Bureau of Statistics (ABS) reporting and
- Australian Accounting Standards Board 7 (AASB7) reporting)
- Ensure all deliverables are completed and delivered according to client service level agreements
- Assist the senior manager with financial reporting and tax-related issues
- Facilitate communication with clients regarding reporting requirements and queries
- Build and maintain internal and external client relationships as a subject matter expert
- Represent the financial reporting team on client projects, process improvements, and product development
- Support governance reporting and ensure adherence to audit and control policies
- Provide creative solutions to reduce errors and improve processes
- Provide back-up coverage and assist team members during high volume periods
- Promote a risk-aware culture and proactively manage operational risks
Required qualifications, capabilities, and skills
- Tertiary qualification in Accounting or related discipline
- Qualification as a Chartered Accountant or Certified Practising Accountant (CPA)
- At least 6 years of experience in financial accounting or tax related roles within financial or professional services firms
- Solid experience in statutory reporting and application of accounting standards (i.e. Australian Accounting Standards Board (AASB) and International Financial Reporting Standards (IFRS))
- Prior experience in tax reporting, including income tax returns and trust distribution calculations
- Effective planning and time management skills with a proactive approach
- Strong excel skills
- Strong analytical, interpersonal, verbal, and written communication skills
- High emotional intelligence to partner effectively with stakeholders
- Demonstrated client-centric focus and commitment to exceeding expectations
- Ability to work flexibly and deliver under pressure
Preferred qualifications, capabilities, and skills
- Prior experience in CA or CPA firm will be an advantage
- Experience with process improvement and streamlining work processes
Skills Required
- Tertiary qualification in Accounting or related discipline
- Qualification as a Chartered Accountant or Certified Practising Accountant (CPA)
- At least 6 years of experience in financial accounting or tax related roles within financial or professional services firms
- Solid experience in statutory reporting and application of accounting standards (AASB and IFRS)
- Prior experience in tax reporting, including income tax returns and trust distribution calculations
- Effective planning and time management skills with a proactive approach
- Strong Excel skills
- Strong analytical, interpersonal, verbal, and written communication skills
- High emotional intelligence to partner effectively with stakeholders
- Demonstrated client-centric focus and commitment to exceeding expectations
- Ability to work flexibly and deliver under pressure
- Prior experience in CA or CPA firm
- Experience with process improvement and streamlining work processes
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.
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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.
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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.
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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
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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