Fund Services Tax, Associate

at  State Street Corporation

WHO WE ARE LOOKING FOR

We are looking for a Fund Tax Services, Associate 2, a motivated person with strong problem resolution and analytical abilities who will support the Tax team with all FATCA and CRS- related and International Tax issues.

EDUCATION & PREFERRED QUALIFICATIONS

• Bachelor Degree is required, professional licensing (eg. CPA) is not.

WHY THIS ROLE IS IMPORTANT TO US

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.

WHAT YOU WILL BE RESPONSIBLE FOR

As Fund Services Tax - Associate 2 you will

• Support the team with all FATCA and CRS related and International Tax issues
• Coordinate with clients to receive their sign off and approval for FATCA/CRS related items
• Coordinate with Investor Services/NAV/Fund Accounting to ensure investor data is complete in order to provide accurate reportable suggestions
• Work with relevant teams to ensure proper financials are filed for reportable investors
• Review the investor data to determine FATCA and CRS reportable suggestions
• Assist team members to push annual reporting cycle to completion

• Assist the team with the portfolio of team projectsSupport the team with issues raised by the tax authorities in relation to FATCA/CRS and the following European investor Tax jurisdictions for mutual and hedge funds: S witzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg

These skills will help you succeed in this role

• Knowledge of FATCA and CRS regulations is not required and is a plus
• Strong problem resolution and analytical abilities
• Strong attention to detail, quality and time management skills
• Self-sufficient and motivated
• Strong client service focus
• Excellent communication skills
• Proficiency in excel is required
• Macro/VBA skills are a plu