JOB SUMMARY
Requirements
- Minimum 10 years prior experience in custody / fund services, with significant experience in fund services tax in Australia.
- Minimum 5 years prior experience in product management and/or client-facing roles (e.g., product, client solutions, implementation, relationship/support).
- Demonstrated experience analyzing and implementing tax-related requirements for superannuation funds and managed investment trusts within an operating model (product/operations/technology).
- Strong knowledge of the Australian Fund Services landscape and how institutional clients consume tax services.
- Proven ability to operate in a changing environment, prioritize effectively, and deliver outcomes across multiple stakeholders.
- Strong cross-functional leadership: ability to influence across Operations, Technology, Risk/Compliance, Legal, Client Service, and external partners/vendors with ability to synthesize complex information into clear product decisions and communicate effectively to senior and diverse audiences.
- Comfortable navigating complex tech/ops environments (requirements definition, data/process flows, controls), with a pragmatic delivery mindset.
Responsibilities
- Drive the ANZ Tax product strategy and multi-year roadmap, ensuring alignment with regional/global Custody and Fund Services priorities.
- Define and maintain the product scope, operating model, service standards, and client value proposition for Fund Services tax offerings in Australia.
- Ensure tax services are delivered to defined quality and control standards, meeting client obligations and Australian Taxation Office requirements, and supported by a robust tax risk and controls framework. Maintain and update J.P. Morgan Tax Product policies in line with product enhancements, regulatory change, and tax governance.
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