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JP Morgan Chase

Runs a consumer bank and an investment bank

Global Custody Tax Product Manager, Vice President - Investor Services

Product ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Demonstrated tax technical knowledge or experience working with tax laws of various jurisdictions, with a focus on EMEA markets.
  • Knowledge of securities taxation principles and tax considerations affecting institutional portfolio investors and custodians.
  • Excellent written and verbal communication skills, including the ability to provide tax regulatory and product updates to internal stakeholders and external clients.
  • Strong analytical ability and attention to detail.
  • Ability to manage multiple competing priorities and stakeholders.
  • Experience working in a professional services firm or financial services firm.

Responsibilities

  • Manage the custody tax service offering end to end, including setting, maintaining, and owning tax service definitions for the custody business in the EMEA region.
  • Translate tax law into business requirements and provide subject-matter expertise and guidance to business partners on the custody tax product.
  • Participate in industry representative efforts related to new or amended tax legislation and associated administrative procedures.
  • Partner with clients and internal stakeholders to develop solutions that enable clients to manage tax aspects of global portfolio investments.
  • Assess the impact of regulatory developments and other internal and external changes on the custody tax service offering, and implement appropriate business solutions.
  • Provide implementation oversight for new or enhanced product features and functions.
  • Support client meetings as the face of the Tax Product.
  • Participate in governance and quality assurance of custody tax solutions and operating models, and assess tax-related opportunities and threats.
  • Monitor tax changes and communicate their implications across markets to operations, custody business locations, and their clients.
  • Draft and maintain internal and external materials describing the tax service offering and the current state of local law, treaties, and entity-level taxation for various types of investors.
  • Manage tax information in the Tax Intelligence platform.
  • Work with local sub-custodians to oversee tax services in local markets.
  • Draft market flashes, associated policies, and tax product materials.
  • Assist the business in managing and mitigating tax risk.
  • Partner with Corporate Tax, Legal, and Product teams to develop new tax products and create business proposals for clients and prospects.

Desired Qualifications

  • Strong presentation skills and previous client-facing experience.
  • Ability to collaborate with cross-functional teams in multiple locations.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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