Are you a detail-oriented professional with a passion for Client Tax? The Tax Services team is an integral part of Securities Services business and plays an active role in supporting J.P. Morgan's fund services business and clients with respect to their tax reporting operations. Clients include large industry superannuation funds and managed investment trusts based in Australia.
As a Client Tax Manager Operations - Vice President in the Fund Services Operations team, you will be responsible for the provision of tax services to both internal and external clients. In your new role you will support and report to the Head of Client Tax and be a key leader within the Tax Services team and will partner with others within the organisation to ensure the delivery of our products and services are coordinated and of high quality. You will also be required to represent the Head of Client Tax on some tax related projects and new product developments. You will be a stand-out operations leader that helps the Head of Client Tax to build and maintain a streamlined and efficient Tax Services team whilst also assisting with driving operational service delivery to our clients, strengthen the regional operational governance framework, and support our functional teams across the ANZ region. Also, you will require a background in the taxation of funds, with the ability to apply those skills into a business operating model.
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Job responsibilities
- Manage the delivery of a range of tax services and reporting to internal and external clients.
- Lead communication with clients over their tax reporting requirements and tax related queries.
- Assist the Head of Client Tax with the administration, strategy and risk controls associated with team management.
- Manage and lead direct reports and provide regular performance reviews, training, coaching and guidance to team members.
- Build and maintain internal and external client relationships, acting as a subject matter expert for tax related queries.
- Represent the Tax Services team on specific projects relating to clients, process improvements and product development.
- Understand and analyse tax information from investment and accounting system and in-house built reporting tax reporting systems.
- Identify and mitigate operational risks associated with tax reporting and processes.
- Review and maintain Standard Operating Procedures (SOP) and Tax reporting policy.
Required qualifications, capabilities and skills
- Tertiary qualifications (e.g. Accounting/Finance/Economics).
- Relevant custodial industry experience, or high-level exposure to custodial policies and processes in an in-house tax role in a superannuation fund or fund manager highly regarded.
- Strong understanding of the taxation of financial arrangements (TOFA), unit trusts and complying superannuation funds.
- Effective leadership and supervisory experience.
Preferred qualifications, capabilities and skills
- A minimum of 10 years' experience in tax at a senior level, preferably gained in a custody, professional accounting or financial services environment.
- Additional Chartered Accountant (CA)/Certified Public Accountant (CPA) /Chartered Tax Adviser (CTA) qualification or Masters of Tax would be highly advantageous.
ABOUT US
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. 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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.