Client Tax Operations - Associate

Location: Australia

Job Family: Client Tax

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Client Tax Operations Associate in our Australia-based team, you will play a pivotal role in delivering tailored tax solutions to our premier clients, including high-net-worth individuals and institutional investors. This position within the Client Tax category involves managing complex tax requirements in a dynamic regulatory environment, ensuring seamless support that enhances client satisfaction and compliance. You will work closely with wealth management advisors, leveraging JP Morgan's cutting-edge technology to provide end-to-end tax services that drive value in our financial services ecosystem. Your day-to-day responsibilities will encompass a broad spectrum of tax operations, from initial client onboarding and portfolio analysis to ongoing reporting and advisory support. You will navigate Australian tax laws, including GST, income tax, and superannuation rules, while addressing international elements such as withholding taxes for cross-border transactions. Collaboration is key; you will partner with internal stakeholders across legal, compliance, and operations teams to mitigate risks and optimize tax efficiencies. At JP Morgan Chase, we empower our associates to innovate, and you will contribute to enhancing our tax processes, potentially influencing firm-wide standards in the Asia-Pacific region. This role offers an exciting opportunity to grow within a world-class institution known for its commitment to diversity, inclusion, and professional development. Whether you're resolving a complex audit or developing personalized tax strategies, your work will directly impact our clients' financial success. Join JP Morgan Chase in Australia and be part of a team that sets the benchmark for excellence in client tax services, with access to global resources and a supportive culture that fosters long-term career progression.

Key Responsibilities

• Provide end-to-end tax support for premier clients, including preparation, review, and filing of tax documents
• Ensure compliance with Australian Taxation Office (ATO) regulations and international tax standards
• Collaborate with client advisors to tailor tax strategies that align with investment goals
• Analyze client portfolios for tax optimization opportunities and risks
• Manage tax reporting processes, including FATCA and CRS compliance for global clients
• Liaise with internal teams and external tax authorities to resolve queries and audits
• Maintain accurate records of client tax data in JP Morgan's secure systems
• Support ad-hoc tax projects, such as mergers, acquisitions, or regulatory changes
• Monitor updates in tax legislation and implement necessary adjustments to client services
• Contribute to process improvements in the Client Tax Operations team

Required Qualifications

• Bachelor's degree in Finance, Accounting, Taxation, or a related field
• Minimum of 2-3 years of experience in tax operations, compliance, or financial services
• Strong understanding of Australian tax regulations and international tax principles
• Proficiency in tax software and financial reporting tools
• Excellent attention to detail and analytical abilities
• Ability to handle confidential client information with integrity
• Relevant certifications such as CPA or CTA (Chartered Tax Adviser)

Preferred Qualifications

• Experience working with high-net-worth clients or premier financial institutions
• Knowledge of cross-border tax implications in banking and investment services
• Prior exposure to JP Morgan Chase systems or similar enterprise environments
• Advanced degree in Taxation or Law
• Fluency in additional languages relevant to Australian and Asian markets

Required Skills

• Tax compliance and reporting expertise
• Analytical problem-solving
• Attention to detail
• Client relationship management
• Proficiency in Microsoft Excel and tax software (e.g., Thomson Reuters ONESOURCE)
• Knowledge of financial regulations (ATO, FATCA, CRS)
• Strong communication skills, both written and verbal
• Time management and prioritization
• Data analysis and interpretation
• Team collaboration and cross-functional coordination
• Confidentiality and ethical judgment
• Adaptability to regulatory changes
• Basic understanding of investment products
• Project management abilities
• Interpersonal skills for client interactions

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JP Morgan's learning programs
• Employee stock purchase plan and financial planning services
• Flexible work arrangements and hybrid office options in Australia
• Access to global mobility programs and career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.