Job Description

Job Description

The US Private Bank Tax Product Owner plays a pivotal role within Trusts and Estates and Tax Operations (TETO) in setting strategy & driving change, overseeing the management and enhancement of existing capabilities and development of new ones. 

As a Product Manager in TETO, you will be responsible of ensuring the success of tax products by defining product vision, goals, objectives, and key results (OKRs), prioritizing delivery, and maximizing the business value of investments. This includes the collection and validation of tax data; calculation and remittance of tax withholding; and tax reporting both to clients and the IRS, all in compliance with tax regulations.

Responsibilities

• Own/support the product vision, goals and objectives, define requirements, focus on outcomes, and prioritize delivery in order to maximize the business value of investments
• Drive product level strategic & tactical decisions
• Advocate for funding, defining benefits and building strong business cases
• Define product level OKRs and measure progress towards objectives
• Engage stakeholders and represent the Tax vision, strategy, and product roadmap with key senior stakeholders and in high-visibility forums, including a Product Cabinet
• Embody true “customer-obsession”, understanding pain points and developing solutions to address them
• Develop clear documentation on scope, business requirements, use cases, workflows, etc. to support research, design, development and roll-out
• Translate strategic decisions into executable actions in story (Epic/ Jira) form and drive product sprint planning
• Support evolution of the team’s Agile processes to support continuous improvement
• Develop and maintain deep relationships with delivery partners including senior leaders in the Business, Technology, Design, Operations, and control functions across lines of business
• Demonstrate governance by ensuring that: (a) work streams and initiatives are tracked and actively managed, (b) KPI’s are agreed, measured and tracked, (c) deliverables are properly prioritized and sequenced, (d) risks are addressed and status measured, and (e) deliveries are successful.

Qualifications

• Strong Business Acumen and an ability to prioritize
• 10+ years of experience in product management, program management, business analysis or technology delivery
• Active participation strategic or transformational change
• Proven ability to execute via successful internal partnerships and the ability to influence people at all levels across a broad variety of job functions
• Excellent leadership skills – of product, programs, projects, teams and/or employees
• Demonstrated teamwork and partnership – so as to develop strong relationships with Technology, others in Tax Operations, and key user communities
• Structured thinker, effective communicator with excellent written communication skills.  
• Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence
• Prior experience working on regulatory programs required; experience with US Tax regulations a strong plus
• Relevant experience in Wealth Management, Asset Management or Digital Banking desired 
• Understanding of, and experience with, AWM common capabilities and/or JPMorgan automation tools desired
  
   

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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