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.
