Securities Services

h3Job summary: /h3pTax Product Management is part of the Product Management function focusing on the management and control of the Global Custody Direct Custody business with the specific aim, along with the Business leads, Operations, Product Control function and the Client teams to run the Custody Tax function end to end. This team has responsibility for the definition, ownership and business management of custody tax related matters within the Custody business. /ph3Job

responsibilities:
/h3ulliMonitoring and management of implementation of tax changes within primarily the Swiss market but wider EU responsibilities also. Assess impact to product and service offering to custody business locations and their respective clients. Manage appropriate internal and external communications. /liliManagement of the oversight model ensuring that tax regulations and associated reporting obligations are met locally. Review and refine the oversight model resulting from changes in market requirements and/or business structure. /liliMaintenance of relevant internal / external materials reflecting current state of local law, treaty, including entity level taxation of various types of investor /liliManagement of tax information in JPMorgan’s Tax Intelligence platform /liliWorking with advisor, industry participants and service providers to oversee the tax service in the local market /liliParticipate in relevant industry associations /liliDrafting of market flashes and associated policies, tax product materials, etc. /liliCollaboration with the Operations and Corporate Tax teams to assess the impact of Market Regulatory developments on the Custody Tax product offering. Ensure that resultant solutions meet agreed requirements / standards. /liliDefinition and implementation of new and / or enhanced tax product features and functions /liliSupport client requests that require a change to the custody tax service offering. Conduct business assessments, define / create solutions and manage the implementation. /liliBuild and maintain positive relations on behalf of the Bank with the Swiss Federal Tax Administration. Ensure participation at local Industry Working Groups foster relations with local tax advisory Firms. /li /ulh3Required qualifications, capabilities, and

skills:
/h3ulliAbility to steer process change, from the definition of initial requirements through to the delivery of the end solution. /liliSignificant experience working in a professional services firm, a financial services firm, and/or product management role. /liliKnowledge of Securities Taxation and the services delivered by a Custodian. /liliDemonstrated ability to think strategically with respect to product strategy and development agenda. /liliProven expertise in developing, prioritising and delivering business solutions. /liliStrong presentation skills and demonstrable client facing experience. /liliExperience working in the European region both in terms of client engagement and preferably Tax Authority liaison; /liliAbility to work independentlyin countryand also effectively in a matrix organisation. /li /ulh3Preferred qualifications, capabilities, and

skills:
/h3ulliExperience in managing and influencing key business partnersand cross-functional stakeholdersfor the delivery of the services. /liliExcellent communication, influencing and negotiation skills with the ability to establish and communicate the Custody Tax strategy. /liliStrong organisational and planning skills and a track record of delivery. /liliUnderstanding of commercial aspects of the custody business. /li /ul