Experience

Platinum Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• Finance Manager

  • Sep 2021 - Present



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Tax Manager

  • Jan 2014 - Sep 2021

  Managing day to day operations in tax and corporate actions areas, leading a team of 12 staff and provide advice on operational matters. Prior to this a depth of experience in Fund Services and a uniquely detailed understanding of all facets of tax reporting to the fund administration industry and was promoted to Tax Manager.During my time in this role I have had broad opportunities to expand my responsibilities, assuming responsibility across corporate actions research, remediation and year-end readiness.

• Senior Tax Associate

  • Feb 2012 - Jan 2014

  Having developed a depth of understanding of tax analysis and reporting process, promoted to Senior Tax Associate where accountabilities changed with a review of tax reports prepared by offshore and local teams.During this time the organization was involved in major change programs, including off shoring of tax processes to Philippines and India. Tasked with not only reviewing tax reports prepared by newly established off-shore teams, but also training team 10 members based in off-shore sites.

• Tax Associate

  • Mar 2010 - Jan 2012

  Having joined JP Morgan as a fixed term contractor, three positions were offered to me on the conclusion of the contract. Positions in different business units as a permanent role. The Tax team continued to sustain my focus.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Fund Accountant

  • Aug 2007 - Mar 2010