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CIB - Operations - Tax Manager - Associate

Req #: 180013376
Location: Sydney, NSW, AU
Job Category: Operations
Job Description:

About J.P. Morgan Corporate & Investment Bank:


J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. It provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries.

The global businesses of the Corporate & Investment Bank is organised into two main groups: Banking and Markets & Investor Services. Banking includes Investment Banking, Corporate Banking and Treasury Services, and Markets & Investor Services includes Fixed Income, Equity Sales & Trading, Prime Services and Securities Clearing.

Department Summary: 

J.P. Morgan Investor Services (IS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. IS leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world. Locally, the IS business has a strong market position, ranking first in most valuable cross border assets and second by total assets under custody.

Team Summary:


The Tax Services team is part of Investor Services and plays an active role in supporting J.P. Morgan’s Fund Accounting business and clients with respect to their tax reporting operations. Clients include large industry superannuation funds and managed investment trusts based in Australia.

Key Accountabilities / Major Responsibilities:

  • Review of tax distributions and tax returns for unit trust clients
  • Review and some preparation of specific supplementary tax reporting 
  • Review of corporate actions and procedures from a tax reporting perspective 
  • Ensure that all deliverables are captured, completed and delivered according to agreed timetables and client SLAs 
  • Provide assistance to the Senior Tax Manager in relation to tax related issues 
  • Assist and facilitate communication with clients over their tax reporting requirements and tax related queries 
  • Build and maintain internal and external client relationships; act as a subject matter expert for tax related queries. 
  • Represent Tax team on specific projects relating to clients, process improvements, and product development 
  • Use HiPortfolio and related systems as investigative tools to research and resolve issues. 

Qualifications & Experience Required:

  • A relevant tertiary qualification (e.g. Finance / Economics) 
  • CPA/CA qualification or Masters of Tax desirable
  • A minimum of 5 years experience in tax accounting, preferably gained in a professional accounting or commercial environment. 
  • Relevant financial services industry experience highly regarded. 
  • Understanding of the taxation of financial arrangements (TOFA), unit trusts, and complying superannuation funds. 
  • Strong systems and technical knowledge of HiPortfolio (or asset management system) and GTI (or custody system).
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