cib - fund servicing tax & Accounting - team leadJPMorgan Chase

Sydney Tax and Financial Reporting
Tax and Financial Reporting plays an active role in supporting J.P. Morgan's Fund Accounting business and clients with respect to their tax and financial reporting operations. It is responsible for assisting clients meet their regulatory reporting obligations with respect to Accounting and Tax. It involves the preparation of supplementary tax reports and calculations, tax research, preparation of tax and accounting work papers to create Financial Statements in accordance with Australian Accounting Standards. It also involves taxable income calculations for the purpose of distributions throughout the year and the preparation of the Annual Tax Return as well as the BAS (Business Activity Statement) return and other regulatory filings. These reports are prepared for our Clients' Portfolios and are reviewed by our Clients' Auditors or Tax Agent. Each client has various deadlines including daily, monthly, quarterly, semi-annual, and yearly.
In addition, the Tax team is responsible for providing tax technical guidance and operational support on tax related transaction processing and projects including new product development.
Position: Team Lead (502)
Accountabilities and Responsibilities:
· Delivers a full range of tax services and reporting to internal and external client, including preparation and or review of tax distributions, tax returns, supplementary tax reports
· In depth knowledge on all of the teams processes.
· Provide support to preparers in the preparation of audit packs, distribution, tax returns, tax supplementary reports, financial statements and any other deliverables.
· Perform review/checks on deliverables prepared by team members.
· Ensure deliverables under clients handled are signed off on strict timetables so that third party (clients/auditors) needs are met timely.
· Prepare deliverables when there is capacity constraint within the team.
· Regularly coordinate/communicate with Sydney Financial Reporting and Tax teams through emails, or telephone for chasing dependencies and solving issues.
· Make sure all Sydney Financial Reporting and Tax queries are responded to by the team timely and accurately.
· Lead in the team's regular knowledge sharing and learning activities to achieve the team's goal of zero error in all its deliverables.
· Handling the task of client POC which basically makes sure all client nuances are properly and timely documented and applied in all its deliverables.
· Taking a lead role in projects related to the implementation of enhanced processes or productivity.
· Able to conduct trainings of new joiners on all the processes of the team when the need for mentoring arise.
· Regularly review SOPs to ensure they are duly updated and recertified by Sydney.
· Complete and pass all mandatory and product related trainings within the team's set deadline
· Make sure team members under supervision have complied with all mandatory trainings and completed all assigned administrative tasks and audit requirements.
· Able to lead a committee
Requirements:
· Must be a CPA with 5-6 years' experience in finance, tax or audit field, experience in the fund management industry in a tax or accounting role would be highly regarded.
· In depth understanding of accounting principles and financial reporting standards ie: IFRS.
· Exhibits leadership behaviors
· Displays strong decision making skills
· Advanced analytical skills
· Attention to details
· Strong organizational and communication skills, oral and written
· Self-starter and exhibits positive attitude