Client Tax Operations - Associate

Location: Sydney, NSW, Australia

Job Family: Client Tax

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Australia, offering innovative solutions to high-profile clients in investment banking, asset management, and wealth advisory. The Client Tax Operations - Associate role in our Sydney office presents an exciting opportunity for a tax professional to leverage their expertise in supporting elite clients while contributing to operational excellence. As part of the Client Tax team, you will play a pivotal role in ensuring seamless tax compliance for institutional and high-net-worth individuals, utilizing JP Morgan's cutting-edge technology and global resources to deliver superior service in the dynamic financial services landscape. In this position, you will handle end-to-end tax processes, from documentation review to regulatory reporting, while identifying opportunities to streamline workflows and enhance efficiency. Collaborating with advisors, compliance officers, and external regulators, you will navigate complex tax scenarios influenced by Australian and international laws, ensuring our clients' portfolios remain optimized and risk-free. Your contributions will directly impact client satisfaction and JP Morgan's reputation as a trusted partner in wealth management, all within a supportive environment that values innovation and professional growth. We seek a detail-oriented individual passionate about tax operations who thrives in a collaborative, high-stakes setting. Joining JP Morgan Chase means access to world-class training, diverse career paths, and the chance to work on transformative projects that shape the future of finance. If you are ready to apply your tax acumen to drive real value for our clients, this role offers unparalleled opportunities for impact and advancement in Sydney's vibrant financial hub.

Key Responsibilities

• Manage tax reporting and compliance for a portfolio of high-profile clients, ensuring adherence to Australian Taxation Office (ATO) requirements
• Review and process client tax documentation, including withholding tax certificates and income statements
• Collaborate with cross-functional teams to identify and implement process improvements in tax operations
• Conduct tax audits and reconciliations to minimize errors and ensure accuracy in financial reporting
• Provide tax advisory support to clients on investment products and portfolio structures
• Monitor regulatory changes in tax laws and update internal procedures accordingly
• Assist in the preparation of tax returns and liaise with external tax authorities on behalf of clients
• Develop and maintain accurate records of client tax positions using JP Morgan's proprietary systems
• Support senior team members in resolving complex tax queries and disputes
• Contribute to training initiatives for junior staff on tax best practices

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Minimum of 2-3 years of experience in tax operations, compliance, or advisory within the financial services industry
• Strong understanding of Australian tax regulations, including GST, withholding tax, and corporate tax obligations
• Proficiency in tax software and financial systems such as Oracle, SAP, or similar platforms
• Relevant professional certification such as CPA, CA, or CTA (or equivalent)
• Demonstrated ability to handle sensitive client data with strict confidentiality
• Experience working with high-net-worth clients or institutional investors in a banking environment

Preferred Qualifications

• Advanced degree in Taxation or Law
• Prior experience at a Big Four firm or major financial institution like JP Morgan Chase
• Knowledge of international tax treaties and cross-border tax implications
• Familiarity with JP Morgan's internal tax processes and compliance frameworks
• Project management certification such as PMP

Required Skills

• Expertise in Australian tax compliance and reporting
• Proficiency in Microsoft Excel and advanced data analysis tools
• Strong analytical and problem-solving abilities
• Excellent attention to detail and accuracy in financial data handling
• Effective communication skills, both written and verbal
• Ability to manage multiple priorities in a fast-paced environment
• Knowledge of financial markets and investment products
• Team collaboration and stakeholder management
• Project management and process optimization skills
• Familiarity with anti-money laundering (AML) and know-your-client (KYC) regulations
• Technical proficiency in tax automation software
• Adaptability to evolving regulatory landscapes
• Discretion and ethical judgment in handling confidential information
• Customer service orientation for client interactions

Benefits

• Competitive base salary with performance-based bonuses
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous retirement savings plan with employer matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JP Morgan's learning programs and tuition reimbursement
• Employee stock purchase plan and financial planning services
• Flexible work arrangements, including hybrid options in Sydney
• Access to on-site fitness facilities and employee assistance programs

JP Morgan Chase is an equal opportunity employer.