JPMorganChase
Securities Services - Investor Services - Global Custody Tax Product Manager - Vice President
Job summary:
As a Vice President in Custody Tax Product team, you will be responsible for the end-to-end management of the custody tax service offering. You will leverage your tax technical knowledge and experience by translating tax law into business requirements and by setting, maintaining, and owning tax service definitions for the custody business in the EMEA region, providing subject matter expertise and guidance to business partners in relation to the custody tax product, and engaging in industry representative efforts related to new or amending tax legislation and associated administrative procedures. As a self-starter with a passion for identifying and implementing solutions to problems, you will partner with J.P. Morgan’s clients and internal stakeholders to develop solutions to enable clients to manage tax aspects of their global portfolio investments, to assess the impact of regulatory developments on the custody tax service offering, to implement appropriate business solutions, and to provide implementation oversight for new and/or enhanced product features and functions. You will act as the face of the Tax Product with clients by supporting client meetings .
In this role, you will also be engaged in governance and quality assurance of custody tax solutions and operating models, as well as assessing opportunities and threats of external and internal changes from a tax perspective.
Job responsibilities:
- Monitoring and communication of tax changes and their implications across markets, to J.P. Morgan’s operations, custody business locations, and their respective clients
- Drafting and maintaining relevant internal and external materials reflecting J.P. Morgan’s tax service offering as well as the current state of local law, treaty, including entity level taxation of various types of investors
- Managing tax information in J.P. Morgan’s Tax Intelligence platform
- Working with local sub-custodians to oversee the tax service in the local markets
- Drafting of market flashes and associated policies, and tax product materials
- Assisting the business in managing and mitigating tax risk
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Partnering with J.P. Morgan Corporate Tax, Legal and Product teams to develop new tax products and create business proposals for clients and prospects
Required qualifications, capabilities, and skills:
- You demonstrate tax technical knowledge / experience working with tax laws of various jurisdictions with a focus on EMEA markets
- You have a knowledge of securities taxation principles and tax considerations impacting institutional portfolio investors and custodians
- You have a knowledge of tax considerations impacting institutional portfolio investors and custodians
- You demonstrate excellent written and verbal communication skills with the ability to provide tax regulatory and product updates for internal stakeholders and external clients
- You have strong analytical ability with attention to detail
- You are capable of managing multiple competing priorities and stakeholders
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You have experience working in a professional services firm or financial services firm
Preferred qualifications, capabilities, and skills:
- You have strong presentation skills and previous client facing experience
- You have ability to collaborate with cross-functional teams in multiple locations
