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JPMorgan Agent Securities Finance Tax Operations Manager 
United Kingdom, England 
93458821

01.04.2025

As a Agent Securities Financing Tax Operations Manager within the Client Tax Operations team, you will report to the Senior Operations Executive responsible for International Tax Business and Regulatory Change. You will be exposed to the execution of operational tax activities associated with the Agent Securities Financing product suite.

Job responsibilities

  • Liaise with Custody and ASF Tax Product colleagues to capture, assess and implement the operational elements of tax regulatory changes to ASF services, with onward communication global operations teams
  • Maintain tax treaty boards and manufactured income rates in the TACT and Avatar platforms, and other tax rates pertaining to securities financing activity across all clients and lending markets
  • Ensure accurate daily and weekly data reconciliations
  • Complete oversight of tax regulatory reporting responsibilities performed by the ASF Operations team
  • Support new ASF client and borrower onboarding and set-up
  • Partner with Client and Relationship Managers to collect / refresh tax documentation associated with borrowers
  • Own the process for managing and mitigating operational tax risk through ongoing assessment of processes, policies and controls in a complex and rapidly evolving tax regulatory environment
  • Partner with ASF and Custody Tax Product teams, Corporate Tax, Legal, Sales, Client Managers, Trading Desk and Controls teams to assess for operational impacts and controls when presented with new product proposals (e.g. impacts of lending in a new market/new type of collateral) and/or client change requests

Required qualifications, capabilities, and skills

  • Equivalent work experience
  • Strong organisational skills
  • Data literate and knowledge of Intelligent Automation tools
  • Excellent written and verbal communication skills
  • Knowledge of securities taxation principles and tax considerations impacting custody clients and stock borrowers
  • Strong analytical ability with attention to detail
  • Strong focus on risk and controls including ability to restructure processes and procedures, as required
  • Capable of managing multiple competing priorities and stakeholders

Preferred qualifications, capabilities, and skills

  • Strong presentation skills
  • Ability to collaborate with cross-functional teams in multiple locations
  • Tax or Accounting qualification