Operations - Tax Data Analyst - Associate

6 months ago

Sydney, Australia JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
As a Data Analyst in the Client Tax team**_,_** you will be responsible for supporting the client deliverable process by using data mining and data analysis skills to reconcile accounting data to tax data. We have different data views that we have to maintain for our client investment portfolios that serve different purposes. Our client portfolios may contain hundreds of lines of assets with thousands of lines of transactions going through in any given month for which many pieces of data are collected and / or generated. Different pieces of this data are used for different client requirements, however elements of this data must reconcile each month.

Working within the Fund Services division of Investor Services, you’ll work close with the Tax and Accounting teams to understand their data needs and help solve data discrepancies by developing a deep understanding of our core platforms.

Our client base includes large industry superannuation funds and managed investment trusts based in Australia. The firm’s Securities Services business has experienced significant growth recently due to a number of major wins and is now Australia’s largest by Assets Under Custody.

**Job responsibilities**
- Resolve monthly reconciliation breaks between tax and accounting records that involves deep analysis into large data sets, within set SLAs
- Develop a deep understanding of the key team reporting requirements that help drive their data needs
- Problem solve the data issues that arise from various processes that are run
- Understand key processes and their potential impact to our data
- Develop efficient ways and make use of available tools that enable faster data investigations
- Establish and evolve the SOPs (standard Operating Procedures) for the reconciliation investigation processes that enable better transfer of knowledge
- Improve processes and document
- Build relationships with key internal stakeholders
- Provide key input into projects as required which could include new technology, enhancements, or new products
- Pass on knowledge and train others on data analysis

**Required qualifications, capabilities and skills**
- Some understanding of tax and accounting concepts
- A minimum of 5 years’ experience in a data analysis role
- Strong excel skills plus experience with other tools such as Alteryx

**Preferred qualifications, capabilities and skills**
- Experience in the Funds industry is preferred

**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. 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.

**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.

  • Data Analyst

    7 months ago

    Sydney, Australia Charterhouse Full time

    **Data Analyst - Client Tax Team** **_ Seeking a Data Analyst working alongside the client tax team within the fund services division._** - Initial 6-month contract - Immediate start - $700+Super per day - Sydney CBD/Hybrid Looking for a Data Analyst to sit in the Client Tax team**_,_** you will be responsible for supporting the client deliverable process...

  • Tax Data Analyst

    7 months ago

    Sydney, Australia Charterhouse Full time

    **6 months Contract I Genuine Perm Opportunity I Immediate Start**: - **Prestigious Institution I Great Brand for CV I WFH Flexibility**: - **$650 - $850 + super daily rate**: - **(Note: must have experience working with Tax Discrepancies and Tax Data)** **About the company**: An opportunity for a Data Analyst to work for a globally well known investment...

  • Data Analyst

    7 months ago

    Sydney, Australia The Data Foundry Full time

    Company Description We are a customer-obsessed, “one stop shop” for all things data-related. We are deliberately narrow in our focus areas but we go deep in each of them. We provide solutions, services and training in the **data strategy, data governance, data security, data management, data classification, data wrangling, data lake, data analytics,...

  • Tax Analyst

    7 months ago

    Sydney, Australia My NRMA Full time

    **Company Description** Purpose led, we are proudly member-owned and one of Australia's most iconic and trusted brands. We started by being a voice for safer roads and providing legendary roadside assistance, but now we do so much more. From spectacular holiday destinations, car rentals and boats on our waterways, to leading the EV charging roll-out to...

  • Tax Analyst

    7 months ago

    Sydney, Australia My NRMA Full time

    **Company Description** Purpose led, we are proudly member-owned and one of Australia's most iconic and trusted brands. We started by being a voice for safer roads and providing legendary roadside assistance, but now we do so much more. From spectacular holiday destinations, car rentals and boats on our waterways, to leading the EV charging roll-out to...

  • Tax Analyst

    5 days ago

    Sydney, Australia Scentre Group Full time

    **Tax Analyst - 12mth FTC **Our Story** Scentre Group is the owner and operator of 42 Westfield living centres in Australia and New Zealand; partnering with the world’s leading retail and luxury brands to create a unique shopping and leisure experience for our customers. A career with us fosters the chance to be a part of a company that is transforming...

  • Tax Associate

    3 months ago

    Sydney, Australia Baker McKenzie Full time

    **Why Baker McKenzie?** At Baker McKenzie not only do we pride ourselves on leading pay and a great culture, joining a leading Global Law firm provides unique development opportunities to grow in a highly supportive working environment throughout all stages of your life. We know our people value flexibility around when and where they work. So we are...

  • Associate - Tax

    3 weeks ago

    Sydney, Australia Baker McKenzie Full time

    **Why Baker McKenzie?** At Baker McKenzie not only do we pride ourselves on leading pay and a great culture, joining a leading Global Law firm provides unique development opportunities to grow in a highly supportive working environment throughout all stages of your life. We know our people value flexibility around when and where they work. We are committed...

  • Tax Analyst

    6 months ago

    Sydney, Australia u&u Recruitment Partners Full time

    The Client u&u are proud to be partnering with a major NSW utility company looking to build out their specialist tax group, starting with the recruitment of a Tax Analyst as one of their first hires. About the Role As Tax Analyst, you will be an essential part of the Corporate Finance function, reporting to the Tax Manager and working closely with the...

  • Tax Analyst

    3 months ago

    Sydney, Australia Convera Full time

    **Tax Analyst - Sydney** As a Tax Analyst, you will report to the Global Head of Direct Tax to support direct and indirect tax compliance, and regulatory reporting in the APAC region. You will work with the Global Head of Indirect Tax, Director of Financial Reporting, and the accounting and finance teams and external advisors to help Convera meet its...

  • Associate - Tax

    5 days ago

    Sydney, Australia Baker McKenzie Full time

    **Why Baker McKenzie?** At Baker McKenzie not only do we pride ourselves on leading pay and a great culture, joining a leading Global Law firm provides unique development opportunities to grow in a highly supportive working environment throughout all stages of your life. We know our people value flexibility around when and where they work. So we are...

  • Data Analyst

    4 months ago

    Sydney, Australia Reserve Bank of Australia Full time

    More excellence, less vanilla This is an ideal opportunity for a talented Data Analyst with experience in applied statistics or data analytics to play an important part by providing data analytics and management services to develop data technology solutions to support the broader Enterprise Data Office’s analysis and research relevant to the Bank's core...

  • Tax Analyst

    3 months ago

    Sydney, Australia Atlassian Full time

    Overview: **Working at Atlassian** Atlassians can choose where they work - whether in an office, from home, or a combination of the two. That way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can hire people in any country where we have a legal entity. Interviews and onboarding are conducted virtually,...

  • Client Tax Operations

    7 months ago

    Sydney, Australia JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Are you a detail-oriented professional with a passion for Client Tax? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund...

  • Data Analyst

    7 months ago

    Sydney, Australia Data School Down Under Full time

    **Who are you?** We are looking for a person with a true desire to learn and the motivation to improve yourself and your skills every day. You love the idea of immersing yourself in data to drive meaningful insights and create jaw-dropping outcomes. You’ll need creativity to deliver those outcomes in meaningful, digestible forms **Who we are** At **the...

  • Client Tax Operations

    1 month ago

    Sydney, Australia JPMorganChase Full time

    **JOB DESCRIPTION** Are you a detail-oriented professional with a passion for Client Tax? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund...

  • Data Quality Analyst

    2 days ago

    Sydney, Australia Macquarie Group Limited Full time

    The Financial Management Group has a unique opportunity for a Data Analyst to help Macquarie make better data driven decisions and deliver a more informed, more agile Finance function. The Data Quality Analyst is responsible for the proactive and reactive identification, assessment and resolution of data quality issues. **Key responsibilities** - Conducting...

  • Policy Data Analyst

    2 months ago

    Sydney, Australia Reserve Bank of Australia Full time

    This is an ideal opportunity for a talented Data Analyst with experience in data analytics/engineering and data management. As Data Analyst, you will play an important part by providing data analytics and management services to develop data technology solutions to support the broader Financial Stability Group’s analysis and research relevant to the Bank's...

  • Data Operations Analyst

    3 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Data Operations Analyst - 12 Month Fixed Term Opportunity - Barangaroo - Hybrid working available **Data Operations Analyst, 52140** **How will I help?** As a Data Analyst in CDO, you will support and advise our internal partners by providing in-depth analysis, leveraging data sources for reporting and using Westpac's data and analytical assets. Through...

  • Tax Specialist Associate

    4 days ago

    Sydney Central Business District, Australia Mars Recruitment Full time

    Tax Specialist Associate The Company: MARS are partnering with a large and leading Financial Services company based in the CBD, who are looking to hire a Tax Specialist Associate on a permanent basis. They boast a high performing and collaborative culture with progression opportunities to enable you to enhance your career. This role sits within their...