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The Tax productmanagement role will form part of the product management function focusing onthe management and control of the Global Custody business with the specificaim, along with the Business leads, Product Control function and the Clientteams to run the Global Custody Tax function end to end. This team haveresponsibility for the definition, ownership and growth of tax product relatedmatters within Global Custody across the end to end functional disciplines:Markets Coverage, Positions and Settlements and Asset Servicing.
Custody and Fund Services
Custody and Fund Services, a division of J.P. Morgan Chase Bank, N.A.?sSecurities Services business, is a global industry leader with over $25trillion in assets under custody. J.P. Morgan provides innovative custody, fundaccounting and administration and securities services to the world?s largestinstitutional investors, alternative asset managers and debt and equityissuers. J.P. Morgan?s Custody and Fund Services business is comprised ofCustody, Accounting, Transfer Agency, Middle Office outsourcing, ForeignExchange, and other activities related to servicing assets for traditional andalternative funds; it leverages its scale and capabilities in more than 100markets to help clients optimize efficiency, mitigate risk and enhance revenuethrough a broad range of investor services as well as securities clearance,trading services and alternative investment services.
Theideal candidate for this role will have Tax knowledge / experience within aGlobal Custodian environment.
Specifically, the candidate will oversee taxdevelopments primarily in the EMEA region, perform global research relative toEMEA countries / markets in which clients hold portfolio assets. Key responsibilities of the role willinclude:
Monitoring and communication of tax changes and their implications across markets, products, and regions to JPM custody business locations and their respective clients
Maintaining 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 local sub-custodians to oversee the tax service in the local markets
Drafting of market flashes and associated policies, tax product materials, etc.
Assisting the business in managing and mitigating tax risk
Partnering with JPMorgan Corporate Tax, Legal, Product and Sales / New Business teams to develop new tax products and create business proposals for clients and prospects
Global Custody Tax Product Teamgeneral responsibilities:
Translate tax law / policy / rule changes into business and system requirement
Update client facing data using defined JPMorgan standards
Engage in industry representative efforts related to the introduction of new or amending tax legislation and associated administrative procedures
Maintain Tax product definition and understand what is the product, how is it delivered, who are the clients and how is revenue realized.
Ensure a globally consistent service across the Global Custody Tax product to include: legal & risk framework, service model, reporting and required account structures.
Perform on-going competitive analysis and benchmarking to influence strategy.
Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering and implement appropriate business solutions.
Analyse product impacts, opportunities & threats of external and internal changes from a tax perspective.
BAU support for Global Custody Tax issues and client requests.
Product Leadership and centre of excellence on Global Custody Tax product knowledge and issues - provide direction and guidance to business partners.
Act as the face of the Tax Product with clients, supporting client meetings, RFPs and deal presentations
Governance and quality assurance of Global Custody Tax solutions /operating models developed against a global standard and product book
Definition and implementation oversight for new and/or enhanced product features and functions.
Skills and Qualifications:
Knowledge of securities taxation principles and tax considerations impacting institutional portfolio investors and custodians
Demonstrated ability to think strategically with respect to product strategy and development agenda
Proven expertise in developing, prioritising and delivering business cases
Strong presentation skills and previous client facing experience
Experience in managing and influencing key business partners for the delivery of the services
Excellent written 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
Ability to partner with cross-functional teams in multiple locations
Capable of managing multiple competing priorities and stakeholders.
Corporate & Investment Bank The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world?s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer and a member of the UK Government?s Disability Confident Scheme.