Global Custody Tax Strategist
2 days ago
The Global Custody Tax team is responsible for the management and control of the Global Custody business, with a specific focus on tax-related matters. As a member of this team, you will work closely with Business leads, Operations, Product Control function, and Client teams to deliver a comprehensive tax product offering.
Key Responsibilities:
- Monitor and manage the implementation of tax changes across Nordic markets and other EMEA locations, assessing the impact on our product and service offerings.
- Develop and maintain an oversight model that ensures compliance with tax regulations and associated reporting obligations in each market.
- Maintain relevant internal and external materials reflecting current local law, treaty, and entity-level taxation information for various investor types.
- Manage tax information in JPMorgan's Tax Intelligence platform and collaborate with advisors and industry participants to oversee tax services in local markets.
- Participate in relevant industry associations and contribute to the development of market flashes and associated policies, tax product materials, etc.
- Collaborate with Operations and Corporate Tax teams to assess the impact of market and regulatory developments on our Global Custody Tax product offering.
- Define and implement new and/or enhanced tax product features and functions, ensuring they meet agreed requirements and standards.
- Support client requests that require changes to our custody tax service offering, conducting business assessments, defining/create solutions, and managing implementation.
Required Qualifications, Capabilities, and Skills:
- Ability to drive process change from initial requirement definition through end-solution delivery.
- Significant experience working in professional services firms, financial services firms, or product management roles.
- In-depth knowledge of securities taxation and the services delivered by custodians.
- Demonstrated strategic thinking regarding product strategy and development agenda.
- Proven expertise in developing, prioritizing, and delivering business solutions.
- Strong presentation skills and demonstrable client-facing experience.
- Experience working in the Nordic region, preferably with Tax Authority liaison.
- Ability to work independently and effectively within a matrix organization.
- Experience managing and influencing key business partners and cross-functional stakeholders.
- Excellent communication, influencing, and negotiation skills.
- Strong organizational and planning skills with a track record of delivery.
- Understanding of commercial aspects of the custody business.
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