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JPMorgan Securities Services - Global Custody Tax Product Manager Vice President United States, Massachusetts, Boston 529796949
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As a Custody Tax Product manager Vice President, you will be part of a team responsible for the end-to-end management of the global custodian bank 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 Americas region, providing subject matter expertise, leadership 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.
This role 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. As a Custody Tax Product manager Vice President you will act as the face of the Tax Product with clients by supporting client meetings, requests for proposals, and deal presentations. 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.
- Monitoring and communication of tax changes and their implications across markets and products, 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 of 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.
- Partnering with J.P. Morgan Corporate Tax, Legal, Product and Sales / New Business teams to develop new tax products and create business proposals for clients and prospects.
- 5 + years tax technical knowledge / experience working with tax laws of various jurisdictions with a focus on the Americas, particularly the United States
- Knowledge of tax considerations impacting institutional portfolio investors and custodians
- Excellent written and verbal communication skills with the ability to provide tax regulatory and product updates for internal stakeholders and external clients
- Strong analytical ability with attention to detail
- Capable of managing multiple competing priorities and stakeholders
- Experience working in a professional services firm or financial services firm with an emphasis on tax services and custody
- Strong presentation skills and previous client facing experience
- Ability to collaborate with cross-functional teams in multiple locations
- Proven success record in financial services, custody services or tax consulting
- Demonstrate a tracked record of project managing a complex product with a hands-on leadership style
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