Securities Services - Global Custody Tax Product Manager - Vice President

TN United Kingdom; London; On-site; GBP 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Vice President for their Custody Tax Product team in London. This pivotal role involves managing the custody tax service offering across the EMEA region, translating complex tax laws into actionable business requirements. You'll engage with clients and internal stakeholders to develop innovative solutions for managing tax aspects of global portfolios. Your expertise will guide governance and quality assurance of custody tax solutions while assessing regulatory impacts. If you're a self-starter with a passion for problem-solving and a strong background in tax, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in professional or financial services.
• Strong analytical skills with attention to detail.

Responsibilities

• Monitor and communicate tax changes across markets.
• Draft and maintain tax service materials reflecting laws.
• Collaborate with sub-custodians on local market services.

Skills

Tax technical knowledge

Securities taxation principles

Written communication skills

Verbal communication skills

Analytical skills

Stakeholder management

Tools

Tax Intelligence platform

Job description

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Securities Services - Global Custody Tax Product Manager - Vice President, London

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 7766d4730aa3

Job Views: 4

Posted: 29.04.2025

Expiry Date: 13.06.2025

Job Description:

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

Job summary

As a Vice President in the Custody Tax Product team, you will be responsible for the end-to-end management of the custody tax service offering. You will leverage your tax technical knowledge and experience by translating tax law into business requirements, setting, maintaining, and owning tax service definitions for the custody business in the EMEA region. You will provide subject matter expertise and guidance to business partners regarding the custody tax product, and engage in industry efforts related to new or amending tax legislation and administrative procedures. As a self-starter passionate about problem-solving, you will partner with Morgan’s clients and internal stakeholders to develop solutions for managing tax aspects of global portfolios, assess regulatory impacts, implement business solutions, and oversee new or enhanced product features. You will also represent the Tax Product to clients in meetings.

You will be involved in governance, quality assurance of custody tax solutions and operating models, and in assessing opportunities and threats from a tax perspective due to external and internal changes.

Job responsibilities:

1. Monitoring and communicating tax changes and their implications across markets to Morgan’s operations, custody business locations, and clients.
2. Drafting and maintaining internal and external materials reflecting Morgan’s tax service offerings and current local laws and treaties, including entity-level taxation.
3. Managing tax information in Morgan’s Tax Intelligence platform.
4. Collaborating with local sub-custodians to oversee local market tax services.
5. Drafting market flashes, policies, and tax product materials.
6. Assisting the business in managing and mitigating tax risks.
7. Partnering with Morgan’s Corporate Tax, Legal, and Product teams to develop new tax products and create business proposals for clients and prospects.

Required qualifications, capabilities, and skills:

• Tax technical knowledge and experience with tax laws across various jurisdictions, especially in EMEA markets.
• Knowledge of securities taxation principles impacting institutional portfolio investors and custodians.
• Excellent written and verbal communication skills for internal and external stakeholders.
• Strong analytical skills with attention to detail.
• Ability to manage multiple priorities and stakeholders.
• At least 5+ years’ experience in a professional services or financial services firm.

Preferred qualifications, capabilities, and skills:

• Strong presentation skills and client-facing experience.
• Ability to collaborate across cross-functional teams in multiple locations.