Your work will help clients make confident decisions with clear, accurate financial reporting.
You'll join a collaborative team that values quality, curiosity, and continuous improvement.
We'll support your growth through varied client exposure, skill development, and opportunities to lead change.
You'll build strong partnerships across stakeholders while delivering outcomes that matter.
If you enjoy accountability and teamwork, you'll thrive here.
As a Client Tax Associate in Financial Reporting Team, you deliver timely, accurate financial reporting and distributions for fund clients.
You partner with clients and internal stakeholders to clarify requirements, resolve queries, and provide technical input across accounting and tax topics.
You help strengthen controls, support governance reporting, and contribute to a risk-aware, high-quality operating model.
You'll also drive process excellence by identifying recurring issues and implementing practical improvements.
You'll work in a team workplace where ownership, learning, and client outcomes are central.
You'll work closely with operations, tax, and governance partners to deliver reporting products across multiple funds and deadlines.
The team focuses on accuracy, responsiveness, and continuous improvement while maintaining strong audit readiness and control discipline.
Job responsibilities
Review and deliver client reporting products, including distributions, trial balances, financial statements, and regulatory reports
Interpret and apply reporting requirements, including Australian Bureau of Statistics (ABS) reporting and Australian Accounting Standards Board (AASB) 7 reporting
Ensure deliverables are completed on time and aligned to client service level agreements
Partner with tax leadership to address financial reporting and tax-related questions and exceptions
Coordinate client communication to clarify reporting requirements and respond to queries




Build and maintain trusted relationships with clients and internal stakeholders as a financial reporting subject matter resource
Represent financial reporting in client projects, process improvement initiatives, and product enhancements
Support governance reporting and maintain strong audit readiness through adherence to control and documentation standards
Identify root causes of errors and implement improvements to reduce rework and operational risk
Provide backup coverage and support teammates during peak-volume reporting cycles
Promote a risk-aware culture by proactively identifying, escalating, and mitigating operational risks
Required qualifications, capabilities, and skills
Bachelor's degree (or equivalent) in Accounting or a related discipline
Chartered Accountant or Certified Practising Accountant (CPA) qualification
6 years of experience in financial accounting or tax-related roles within financial services or qualified services
Experience producing statutory financial statements and applying Australian Accounting Standards Board (AASB) and International Financial Reporting Standards (IFRS) requirements
Experience with tax reporting activities, including income tax returns and trust distribution calculations
Proven ability to plan, prioritize, and meet deadlines across concurrent reporting cycles
Proficiency with Microsoft Excel for analysis, reconciliations, and reporting outputs
Strong analytical skills with clear written and verbal communication
Demonstrated ability to build trust and influence across stakeholders and client contacts
Experience partnering with clients to gather requirements and resolve reporting queries
Ability to maintain quality and accuracy under time pressure during peak periods
Preferred qualifications, capabilities, and skills
Experience in a Chartered Accountant or Certified Practising Accountant (CPA) firm environment
Experience leading process improvement initiatives (e.g., standardizing templates, reducing manual steps, strengthening controls)
#J-*****-Ljbffr

📌 Securities Services Operations - Financial Reporting - Client Tax Associate (Sydney)
🏢 JP Morgan Chase
📍 Sydney