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Operations - Head of Client Tax - Vice President

3 months ago

Sydney, New South Wales, Australia JPMorgan Chase Bank, N.A. Full time

As a Head of Client Tax in the Fund Services team, you will responsible for the provision of tax services to both internal and external clients, including the resolution of any client queries relating to the deliverables.

You will be required to manage and lead the Tax Services team and 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 team on a broad range of tax related projects and new product development.

**Job responsibilities

  • Deliver a full range of tax services and reporting to internal and external client, including review of tax distributions, tax returns, supplementary tax reporting and tax advice on corporate actions.
  • Lead communication with clients over their tax reporting requirements and tax related queries.
  • Represent the Tax Services team on specific projects relating to clients, process improvements and product development.
  • Work with internal stakeholders on specific ATO or industry related matters, and respond to client queries in relation thereto.
  • Understand and analyse tax information from investment and accounting system ( and inhouse built reporting (standard tax reporting pack, supplementary tax reports).
  • Identify and mitigate operational risks associated with tax reporting and processes.
  • Review and maintain Standard Operating Procedures (SOP) and Tax reporting policy.
  • Manage and lead a team and provide regular performance reviews, training, coaching and guidance to team members.
**Required 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.
  • Tertiary qualifications (e.g. Accounting/Finance/Economics).
  • Relevant custodial industry experience, or highlevel exposure to custodial policies and processes in an inhouse 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

  • Additional CPA/CA qualification or Masters of Tax would be highly advantageous.
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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.