Global Custody - Tax Product Manager - Vice President
February 5 2025
Industries
Bank, Insurance, Financial services
Categories Taxes
Toronto, ON • Full time
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Global Custody Tax Product Manager Vice President within the Tax Product Management Team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. Along with the Business leads, Operations, Product Control function, and the Client teams, will be to run the Global Custody Tax function end to end. The primary focus of this role is Tax Product Management of the tax services delivered as a direct custodian in Canada.
You will have responsibility to support the definition, ownership, and business management of custody tax-related matters within the Global Custody business. This role provides an opportunity to work closely with various teams and directly impact the product and service offerings of the custody business. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
- Monitoring and management of implementation of tax changes across the North American markets, and having primary focus in Canada. Assess impact to product and service offering to custody business locations and their respective clients. Manage appropriate internal and external communications.
- Management of the oversight model ensuring that tax regulations and associated reporting obligations are met in each market. Review and refine the oversight model resulting from changes in market requirements and/or business structure.
- Maintenance of relevant internal / external materials reflecting current state of local law, treaty, including entity level taxation of various types of investor
- Management of tax information in JPMorgan's Tax Intelligence platform
- Working with advisors and industry participants to oversee the tax service in the local markets
- Participate in relevant industry associations
- Drafting of market flashes and associated policies, tax product materials, etc.
- Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering. Ensure that resultant solutions meet agreed requirements / standards.
- Defining and implementing new and / or enhanced tax product features and functions
- Supporting client requests that require a change to the custody tax service offering. Conduct business assessments, define / create solutions and manage the implementation.
Required qualifications, capabilities, and skills
- Experience with NR4/NR4 Summary; T5, T5008 and RL18 reporting and general Canadian tax compliance, including withholding and remittance to the CRA.
- Ability to move process change, from the definition of initial requirements through to the delivery of the end solution.
- Significant experience working in a professional services firm, a financial services firm, and/or product management role.
- Knowledge of Securities Taxation and the service delivered by a Custodian.
- Demonstrated ability to think strategically with respect to 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 North American region, with specific expertise in Canada, both in terms of client engagement and Tax Authority liaison;
- Ability to work independently in country and also effectively in a matrix organization.
- Experience in managing and influencing key business partners and cross-functional stakeholders for the delivery of the services.
- Excellent communication, influencing and negotiation skills with the ability to establish and communicate the Direct and Global Custody Tax strategy.
- Strong organizational and planning skills and a track record of delivery.
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