Vice President, Product Tax Advisory – Germany (Asset Management, Private Bank & Retail)(all genders) Vollzeit
Job Description
Help shape how a leading global financial institution brings products to market in Germany by making sure tax requirements are understood, practical, and executed with confidence. You'll advise on real business decisions, influence new product design, and partner closely with stakeholders across the firm. This role offers strong exposure to a broad range of products and teams, with on-the-job training and support for your technical and personal development. You'll join an international, collaborative team where your judgment and clarity will make a visible impact.
Job summary
As a German Product Advisory Tax Advisor in EMEA Corporate Tax – Product Advisory, you'll advise on German withholding tax, tax reporting, and wider client and product tax topics that support our Private Bank and Chase (retail banking) businesses in Germany. Based in Frankfurt, you'll work with product, operations, technology, and risk partners to translate technical tax requirements into clear guidance and effective controls. You'll contribute to a supportive team culture, bringing a practical mindset, strong ethics, and a commitment to high-quality outcomes. This role reports to the local Head of Tax Germany.
Job responsibilities
- Advise the Germany business on withholding tax, reporting, and broader client and product tax considerations
- Assess tax risks and provide practical guidance for products and transactions involving complex client circumstances, including investment products and securities transactions
- Support new product and feature delivery from design through implementation by translating tax requirements into clear guidance for business and functional partners
- Oversee German withholding tax processes, including filings, corrections, reclaims, client reporting, and disclosures
- Identify material issues, support remediation plans, and advise process owners on tax risk and control enhancements
- Advise on international tax reporting regimes, including the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS), across products, operations, data, reporting, systems, and controls
- Lead the tax workstream for audits and enquiries from German tax authorities
- Manage external advisors where specialist input is required
- Partner with regional colleagues to align technical positions and support consistent delivery across the Europe, Middle East and Africa region
- Support implementation of European initiatives impacting withholding tax relief and reporting processes
Required qualifications, capabilities, and skills
- German qualified tax advisor (Steuerberater) or equivalent qualification
- Relevant experience in a law firm, accounting firm, or comparable in-house tax role
- Strong knowledge of German withholding tax, with practical client and product tax experience
- Demonstrated ability to analyse complex issues, exercise commercial judgment, and develop pragmatic solutions
- Ability to explain tax issues and risks clearly to both tax specialists and non-specialist stakeholders
- Strong collaboration skills and ability to work effectively under pressure while maintaining high technical and ethical standards
- Fluent German with strong written and spoken English
Preferred qualifications, capabilities and skills
- Financial services client and product tax experience, particularly in private banking, wealth management, retail banking, and/or investment products
- Experience connecting technical tax requirements to end-to-end customer journeys, processes, data, systems, and controls
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
