Securities Services Operations - Financial Reporting - Client Tax Associate

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)

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.
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.