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Securities services - head of trading services tax product- executive director

London
JPMorganChase
Executive director
Posted: 21 July
Offer description

Securities Services - Head of Trading Services Tax Product- Executive Director

Join to apply for the Securities Services - Head of Trading Services Tax Product- Executive Director role at JPMorganChase


Securities Services - Head of Trading Services Tax Product- Executive Director

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Job Summary:

The Head of Trading Services Tax Product role forms part of the tax product function, focusing on the management and control of tax rates and related matters including compliance with tax legislation across the global Agent Securities Finance business. You will report directly to the Global Head of Securities Services Tax Product and indirectly to the Global Head of Product Management for ASF.

Job Description

Job Summary:

The Head of Trading Services Tax Product role forms part of the tax product function, focusing on the management and control of tax rates and related matters including compliance with tax legislation across the global Agent Securities Finance business. You will report directly to the Global Head of Securities Services Tax Product and indirectly to the Global Head of Product Management for ASF.

As the ASF Tax Product Manager, you will be responsible for the end-to-end management of tax requirements for the ASF service offering. You will leverage your tax technical knowledge and experience by working with Custody Tax Product colleagues and Corporate Tax to translate tax law into business requirements and by setting, maintaining, and owning manufactured income rates and owning and/or overseeing tax processes for the ASF business globally. You will provide subject matter expertise and guidance to business partners (including Trading Desk, Client Relationship Managers, Sales) in relation to the ASF product tax requirements, including product assessment of tax risk for new products, and engage in global industry group initiatives related to new or revised tax legislation and associated administrative procedures.

As a self-starter with a passion for identifying and implementing solutions to problems, you will partner with stakeholders to assess the impact of tax regulatory developments on the ASF service offering, to design appropriate business solutions, and to provide implementation oversight for new and/or enhanced product features and functions. You will act as the face of ASF Tax Product with clients by supporting client meetings and requests for proposals and sales presentations. In this role, you will also be responsible for the governance and quality assurance of ASF tax solutions and operating models, as well as assessing opportunities and threats of external and internal changes from a tax perspective.

Job Responsibilities


* Design and implement an operating model to support tax processes for the ASF business
* Implement governance across the end to end business including oversight of key metrics, KPIs and Risk Indicators, market and regulatory change, business expansion and new client onboarding
* Assess the impact of tax regulatory changes to ASF services and oversee and resultant changes to the operating model
* Provide business inputs to lender and borrower legal documentation
* Oversee maintenance of treaty boards and manufactured income rates and other applicable tax rates pertaining across all clients and lending markets
* Ensure local market tax information reporting obligations are met and kept in line with market requirements
* Responsibility for tax for Margin Services, Triparty and DRs (Depositary Receipts)
* Partner with Sales and onboarding teams to ensure accurate capture of Client Tax rates and Supporting new ASF client/borrower on boarding
* Review and sign off of relevant market newsflashes and associated policies
* Lead the implementation of new product proposals and ensure robust change management procedures are followed
* Represent the ASF business in industry groups (e.g. ISLA) and initiatives

Required Qualifications, Capabilities, And Skills

* Tax technical knowledge and experience of analysing tax laws across various jurisdictions with a focus on securities lending and custody
* Knowledge of securities taxation principles and tax considerations impacting ASF clients and borrowers
* 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
* Strong focus on risk and controls including ability to restructure processes and procedures as required
* Capable of managing multiple competing priorities and stakeholders
* Experience working in a professional services firm or financial services firm

Preferred Qualifications, Capabilities, And Skills

* Strong presentation skills and previous client facing experience
* Ability to collaborate with cross-functional teams in multiple locations
* Tax or Accounting qualification, for example ACA, LLM or CTA

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


Seniority level

* Seniority level

Director


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales

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