Job Description
Step into the role of a vibrant and dynamic Tax Vice President, where you'll lead the oversight of tax services for both internal and external clients, expertly managing tax queries and deliverables. This position calls for strong leadership as you guide a team to uphold the highest quality standards in our offerings. Partner with the Head of Taxation to drive strategic goals in technology, operating models, and new product development. With a team of skilled tax professionals under your leadership, this opportunity is perfect for a seasoned expert in the financial services sector ready to elevate their career to new heights.
As a Vice President in the Client Tax team, you will be responsible for playing an active role in supporting J.P. Morgan's Securities Services business and clients with respect to their tax reporting operations. In your new role, you will support clients that include large industry superannuation funds and managed investment trusts based in Australia. You will also be responsible for the oversight of tax services provided to both internal and external clients, including managing client's tax queries and deliverables.
Job Responsibilities
- Oversee and sign off on tax returns, tax adjustments, and supplementary tax reports for unit trust and superannuation clients.
- Ensure all deliverables are completed and delivered according to agreed timetables and client Service Level Agreements.
- Manage and lead a team of tax professionals, providing career development, training, coaching, and guidance.
- Liaise with clients regarding their tax reporting requirements and queries, acting as a subject matter expert.
- Build and maintain client relationships and effective partnerships with local operations, client services, and ancillary teams.
- Provide support on 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 and tax reporting policy.
- Troubleshoot and resolve operations issues through research and engagement with relevant teams.
- Demonstrate in-depth knowledge of all team processes and build effective partnerships with our offshore center of excellence.
- Ensure high-quality service delivery by maintaining effective communication and collaboration across teams.
Required qualifications, capabilities, and skills
- A tertiary qualification in Tax, Accounting or a related discipline
- At least 8 years' experience in tax reporting within financial and/or professional services sector
- Experience in managing a team of 5 individuals or more
- Experience in Australian tax regulations applicable for unit trusts and superannuation clients
- Proven track record of delivering on strategic goals in relation to technology, ops model and product development
- Effective planning and time management skills, with demonstrated initiative and proactive approach to managing dynamic workload and periodic overtime
Preferred qualifications, capabilities, and skills
- Chartered Accountant (CA), Certified Practising Accountant (CPA), or Chartered Tax Adviser (CTA) qualifications are preferable.
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. 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.
