Support Securities Services clients with high-quality Australian tax reporting, leveraging a leading custody platform and growing client base. Lead delivery, controls, and client query management while partnering with Sydney tax managers, operations teams, and the offshore COE.
As a Tax Manager within Investor Services – Tax Services (Securities Services), you deliver tax services products for internal and external clients, including responding to client tax reporting queries. You support Sydney tax managers in servicing top-tier Australian superannuation funds and managed investment trusts by ensuring accurate, timely delivery of tax reporting outputs under SLAs. You maintain a strong controls environment, partner with operations and offshore teams, and drive issue resolution and continuous improvement across processes and products.
Job Responsibilities
- Review and sign off tax distributions, tax returns, BAS returns, tax adjustments, and supplementary tax reports for unit trust and superannuation clients.
- Deliver all client outputs in line with agreed timetables and SLAs, ensuring completeness and quality throughout the cycle.
- Manage client queries on tax reporting requirements, providing clear responses and subject matter guidance.
- Support Sydney client tax managers by building deep understanding of client deliverables and acting as an SME for tax-related questions.
- Maintain a strong control environment for tax reporting by partnering with local operations and ancillary teams and enforcing process discipline.
- Resolve operational issues through research and engagement with relevant teams, driving fixes and preventing recurrence.
- Drive client and process initiatives including projects, process improvements, and product development, partnering effectively with the offshore center of excellence.
Required qualifications, skills and capabilities
- Tertiary qualification in Tax, Accounting, or related discipline
- 6+ years experience in tax reporting within financial services and/or professional services
- Strong knowledge of Australian tax regulations for unit trusts and superannuation clients
- Strong planning and time management with proactive ownership in a dynamic workload and strong control mindset
Preferred qualifications, skills and capabilities
- CA / CPA / CTA qualification
- Experience supporting top-tier institutional investors (superannuation funds, managed investment trusts) in a custody/servicing model
- Demonstrated experience partnering with offshore delivery centers and local operations teams to deliver controlled outcomes
- Experience contributing to product development and process improvement initiatives within tax services
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
Skills Required
- Tertiary qualification in Tax, Accounting, or a related discipline
- 6+ years of experience in tax reporting within financial services and/or professional services
- Strong knowledge of Australian tax regulations for unit trusts and superannuation clients
- Strong planning and time management skills with proactive ownership and a strong control mindset
- CA, CPA, or CTA qualification
- Experience supporting institutional investors in a custody or servicing model
- Experience partnering with offshore delivery centers and local operations teams
- Experience contributing to product development and process improvement initiatives within tax services
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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