Join our Tax Product team and play a crucial role in managing and controlling the Global Custody business. Work closely with internal teams and external clients to impact our tax product and service offerings.

As a Global Custody Tax Product Senior Associate, you will focus on supporting the management and control of the Global Custody business. Collaborate with Business leads, Operations, Product Control, and Client teams to manage the Global Custody Tax function end to end. Your primary focus will be on Tax Product Management of services delivered across the Americas region, impacting tax product and service offerings.

Job responsibilities:

Monitor and manage the implementation of tax changes across the Americas markets, assessing impacts on product and service offerings.Support the governance model to ensure compliance with tax regulations and reporting obligations.Maintain internal/external materials reflecting current local law and treaty, including entity-level taxation.Engage with clients regarding our Global Custody Tax Product and participate in client presentations.Support maintenance of tax information in JPMorgan’s Tax Intelligence platform.Work with advisors and industry participants to oversee tax services in local markets.Participate in relevant industry associations.Draft market flashes, policies, and tax product materials.Collaborate with Operations and Corporate Tax teams to assess impacts of Market & Regulatory developments.Support the definition and implementation of new/enhanced tax product features.Support client requests requiring changes to the custody tax service offering.

Required qualifications, capabilities, and skills:

3+ years in a professional services firm, financial services firm, or product management support role in a tax technical role.Ability to move process change from initial requirements to delivery.Significant experience in professional services, financial services, or product management.Knowledge of Securities Taxation and custodian services.Strategic thinking in product strategy and development.Proven expertise in developing and delivering business solutions.Strong presentation skills and client-facing experience.Experience in North America, especially Canada, in client engagement and Tax Authority liaison.Ability to work independently and in a matrix organization.Experience managing and influencing key business partners and stakeholders.Excellent communication, influencing, and negotiation skills.Strong organizational and planning skills with a track record of delivery.Capable of collaborating with cross-functional teams across APAC, WHEM, and EMEA.

Preferred qualifications, capabilities, and skills:

Experience with tax laws in various jurisdictions and Securities Taxation services.Knowledge of U.S. tax withholding and reporting regulations, including W-8 series tax forms, 1042-S, and 1099 information reporting.