JPMorgan Product Associate - Global Custody Tax 

United States, New York, New York 

32563073

Job responsibilities:

• Monitor and manage the implementation of tax changes across the Americas markets, assessing impacts on product and service offerings.
• Support the governance model to ensure compliance with tax regulations and reporting obligations.
• Maintain internal/external materials reflecting current local law and treaty, including entity-level taxation.
• Engage with clients regarding our Global Custody Tax Product and participate in client presentations.
• Support maintenance of tax information in JPMorgan’s Tax Intelligence platform.
• Work with advisors and industry participants to oversee tax services in local markets.
• Participate in relevant industry associations.
• Draft market flashes, policies, and tax product materials.
• Collaborate with Operations and Corporate Tax teams to assess impacts of Market & Regulatory developments.
• Support the definition and implementation of new/enhanced tax product features.
• Support client requests requiring changes to the custody tax service offering.

Required qualifications, capabilities, and skills:

• 3+ years in a professional services firm, financial services firm, or product management support role in a tax technical role.
• Ability to move process change from initial requirements to delivery.
• Significant experience in professional services, financial services, or product management.
• Knowledge of Securities Taxation and custodian services.
• Strategic thinking in product strategy and development.
• Proven expertise in developing and delivering business solutions.
• Strong presentation skills and client-facing experience.
• Experience in North America, especially Canada, in client engagement and Tax Authority liaison.
• Ability to work independently and in a matrix organization.
• Experience managing and influencing key business partners and stakeholders.
• Excellent communication, influencing, and negotiation skills.
• Strong organizational and planning skills with a track record of delivery.
• Capable of collaborating with cross-functional teams across APAC, WHEM, and EMEA.

Preferred qualifications, capabilities, and skills:

• Experience with tax laws in various jurisdictions and Securities Taxation services.
• Knowledge of U.S. tax withholding and reporting regulations, including W-8 series tax forms, 1042-S, and 1099 information reporting.