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JPMorgan Chase Securities Services - Global Custody Tax Product Manager - Vice President in Boston, Massachusetts

The Custody Tax Product management role forms part of the product management function focusing on the management and control of the Global Custody business.

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.

Job responsibilities

  • 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.

Required qualifications, capabilities, and skills

  • 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

Preferred qualifications, capabilities, and skills

  • 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

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Brooklyn,NY $118,750.00 - $200,000.00 / year; Jersey City,NJ $118,750.00 - $200,000.00 / year

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