Job Responsibilities:
- Implementation of weekly Tax Product Risk Management procedures including
- Preparing Agenda for and drafting minutes of weekly tax risk management calls
- Maintaining tax risk management tracker and assisting in driving issues to a conclusion
- Drafting tax risk management reporting to senior management
- Ensuring tax risk management procedures are updated and refined as required
- Make suggestions for continual enhancement of Tax Product risk management procedures
- Supporting Custody Tax Product delivery to J.P. Morgan’s clients, across the range of funds serviced including European Tax Transparent Funds, Exchange Traded Funds and other fund types.
- Monitoring and management of implementation of tax changes across EMEA - with particular focus on Irish fund developments - as required, as part of the Tax Product delivery team, assessing the impact to product and service offering and client experience. Managing appropriate internal and external communications.
- Contribution to drafting of market flashes and associated policies, tax product materials, where relevant
- 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. Conducting business assessments, defining / creating solutions and managing their 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.
- Tax experience working in a professional services firm, a financial services firm, and/or product management role.
- Basic understanding of Securities Withholding Tax and the service delivered by a Custodian.
- Demonstrated ability to think strategically.
- Proven expertise in developing, prioritising and delivering business solutions.
- Strong presentation skills and client facing experience.
- 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, planning & MS Office skills and a track record of delivery.