Fund Services Tax, Senior Associate

3 days left

State Street Corporation
Boston, USA
03 Sep 2022
03 Oct 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for

State Street seeks a Tax Professional at Senior Associate level who will be responsible for the growth and delivery of European tax services for both hedge funds and mutual funds out of our Quincy office.

You will be responsible for the strategic growth of business to our current and future clients, with an emphasis on maintaining and developing a quality tax service offering for funds investing and distributing globally. The role will involve working with the European tax services team and local business groups on development and provision of tax services across Europe. You will work closely coordinating efforts with external audit firms and data collection needs with Fund Administration and Financial Reporting. Processing and analyzing daily, monthly, and/or yearly calculations will help maintain fund tax status compliance in European countries. State Street Corporation is a global leader in fund services and maintaining our knowledge of European Directives with emphasis on German, Austrian and UK tax law requirements plays a vital role in our continued growth.

What you will be responsible for

Client Service
• Process / Review tax calculations for clients on a daily, monthly, and/or yearly basis
• Preparation/Analysis / Review of year-end book/tax adjustments
• Assist business groups on local tax compliance requirements.
• Responsible for on the job training and development of other administrators.
• Ensure business standards and client deadlines are met on a consistent basis
• Escalate client issues where necessary

• Identify any gaps on GTS (Global Tax Service) and work with business processes group on GTS developments
• Attend department training and maintain knowledge of European tax laws
• Adhere to procedures in relation to all tasks
• Identify process efficiencies in the course of their daily work and propose to line managers
• Gain broad expertise on company products
• Build and maintain internal network of contacts

• Deal with clients and internal business groups on ad-hoc tax queries
• Identification and pursuit of new revenue opportunities
• Day to day communications with other departments at State Street
• Communicate with managers on status of assignments/projects
• Provide/seek regular feedback to team leader

• Act as an effective team player & deputize for immediate supervisor when appropriate
• Show organization skills for oneself and others
• Display effective team focus by assisting colleagues in their daily routine
• Positively influencing team morale in order to achieve set standards and goals
• Show willingness to assume additional tasks in order to share workload within team/department

• Display initiative
• Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management

What we value
These skills will help you succeed in this role

• Ability to develop relationships at all management levels both internally and with our customers
• Strong problem resolution and analytical abilities.
• Ability to manage conflicting priorities
• Strong attention to detail and time management skills
• Self-sufficient and motivated
• Attention to detail and concern for quality
• Strong client service focus
• Excellent communication and administrative skills
• Ability to work proactively both on own initiative and as part of a team

Education & Preferred Qualifications
• Equivalent to a B.S. degree in Accounting, Finance, Business or related field
• Sound knowledge of systems including Microsoft Office and strong knowledge of Excel
• Typically candidate will have 3-5 years relevant experience within Taxation or Investment Funds environment, preferably with exposure to European Investor Tax Reporting and/or fund accounting for hedge funds or mutual funds

About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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