Monitoring and management of implementation of tax changes across Nordic markets and other EMEA locations. Assess impact to product and service offering to custody business locations and their respective clients. Manage appropriate internal and external communications.
Management of the oversight model ensuring that tax regulations and associated reporting obligations are met in each market. Review and refine the oversight model resulting from changes in market requirements and/or business structure.
Maintenance of relevant internal / external materials reflecting current state of local law, treaty, including entity level taxation of various types of investor
Management of tax information in JPMorgan’s Tax Intelligence platform
Working with advisors and industry participants to oversee the tax service in the local markets
Participate in relevant industry associations
Drafting of market flashes and associated policies, tax product materials, etc.
Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering. Ensure that resultant solutions meet agreed requirements / standards.
Defining and implementing new and / or enhanced tax product features and functions
Supporting client requests that require a change to the custody tax service offering. Conduct business assessments, define / create solutions and manage the implementation.
Required Qualifications, Capabilities, and Skills:
Ability to move process change, from the definition of initial requirements through to the delivery of the end solution.
Significant experience working in a professional services firm, a financial services firm, and/or product management role.
Knowledge of Securities Taxation and the service delivered by a Custodian.
Demonstrated ability to think strategically with respect to product strategy and development agenda.
Proven expertise in developing, prioritising and delivering business solutions.
Strong presentation skills and demonstrable client facing experience.
Experience working in the Nordic region both in terms of client engagement and Tax Authority liaison;
Ability to work independently in country and also effectively in a matrix organisation.
Experience in managing and influencing key business partners and cross-functional stakeholders for the delivery of the services.
Excellent communication, influencing and negotiation skills with the ability to establish and communicate the Global Custody Tax strategy.
Strong organisational and planning skills and a track record of delivery.