Description

Shape the future of tax servicing with us. Join a collaborative team dedicated to delivering high-quality tax solutions and supporting business growth. Unlock your potential by managing complex tax queries and driving process improvements. Make your mark in a dynamic environment that values expertise, innovation, and continuous learning. Be part of a team where your skills and leadership are recognized.

As a Fund Servicing Associate II (Tax Manager) in the Tax Services team, you will provide comprehensive tax services to internal and external clients, manage tax queries and deliverables, and support a range of tax-related projects. You will collaborate with stakeholders across the organization to ensure high-quality delivery of products and services, contribute to process improvements, and support new product development. In this role, you will apply technical tax skills to the business operating model and help strengthen the control environment.

Job Responsibilities:

• Deliver a full range of tax services and reporting to internal and external clients, including preparation and review of tax distributions, tax returns, supplementary tax reporting, and tax advice on corporate actions.
• Liaise with clients regarding tax reporting requirements and queries.
• Analyze tax information from investment and accounting systems and in-house tax reporting tools.
• Support projects related to clients, process improvements, and product development.
• Identify and mitigate operational risks associated with tax reporting and processes.
• Assist with drafting and maintaining Standard Operating Procedures (SOP) and tax reporting policies.
• Share knowledge and actively develop self and others within the team.
• Build and manage a team of tax analysts and managers.
• Take ownership of deliverables to ensure timely and accurate delivery.
• Work closely with stakeholders to understand business requirements and develop optimal solutions.
• Analyze and document functional and non-functional business requirements.

Required Qualifications, Capabilities, and Skills:

• Minimum eight years of experience in tax, custody, professional accounting, or financial services.
• Strong technical tax knowledge.
• Understanding of the taxation of financial arrangements (TOFA).
• Achievement-oriented with strong attention to detail and focus on continuous process improvement.
• Strong communication skills and ability to partner with stakeholders.
• Ability to work autonomously with a high degree of accountability.
• Client-focused approach.
• Ability to adapt to change.

Preferred Qualifications, Capabilities, and Skills:

• Experience managing tax teams in a financial services environment.
• Proven track record in process improvement and risk mitigation.
• Experience with Australian Tax and Accounting Standards.
• Strong presentation and reporting skills.
• Experience developing robust training plans for new hires.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.