We're looking for a vibrant and dynamic Tax Manager to oversee a team delivering distribution, discovery, BAS and some financial statement products to one of our largest clients. The Manager will support the Head of Financial Reporting in overseeing the department and also has responsibilities for delivering on the strategic goals of the department, in relation to technology, operating model and new product development. The Manager will have a number of tax/financial reporting professionals reporting into them. This is a great role for someone with solid tax experience in the financial services field, who is ready and eager to drive their career to the next level.
Financial Reporting is part of Securities Services Operations and provides taxable income distribution services, statutory financial statements services, and tax return/discovery and BAS services for clients. Clients primarily include large trust fund managers, as well as superannuation funds based in Australia, as well as other locations.
**Key Accountabilities / Major Responsibilities:
- Oversee - and sign off when necessary - tax distributions, discovery and tax returns for unit trust clients
- Oversee - and sign off when necessary - audit packs, TBs and financial statements for unit trusts clients
- Oversee - and sign off when necessary - BAS calculations, MERs, ABS reporting
- Ensure that all deliverables are captured, completed and delivered according to agreed timetables and client SLAs
- Provision of career development, training, coaching and guidance to team members
- Facilitate communication with clients over their tax reporting requirements and accounting/tax related queries
- Build and maintain external client relationships
- Build and maintain effective partnerships with local operations, client services and ancillary teams
- Represent financial reporting team on specific projects relating to clients, process improvements, and product development
- Troubleshoot and resolve operations issues through research and engagement with the relevant teams
- In depth knowledge on all of the team's processes
- Deliver on strategic goals of the financial reporting team in relation to technology and operating model
- Build and maintain effective partnership with our offshore centre of excellence
**Qualifications & Experience Required:
- At least 8 years' experience in tax/financial accounting within financial and/or professional services sector
- Some experience in a management role
- Proven track record of delivering on strategic goals in relation to technology, ops model and product development
- Effective planning and time management skills, with demonstrated initiative and proactive approach to managing dynamic workload and periodic overtime
- Experience in a CA/CPA firm or a global custodian would be highly regarded
- A tertiary qualification in Tax, Accounting or a related discipline,
- CA / CPA / CTA qualifications preferable
J.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.