Fund Services Tax, Senior Associate

State Street.
Quincy, Massachusetts
Not disclosed
28 Nov 2022
21 Dec 2022
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

We have an exciting opportunity to join a team providing FATCA/CRS services to our clients. The FATCA/CRS team is responsible for contributing to international tax transparency through FATCA/CRS regulations. This role will present many challenges due to the constant changes in guidelines and industry practices, tight deadlines as well as our large client base. This position requires the candidate to be well organized and able to efficiently manage their time. Additionally, the candidate should expect to learn new tasks and be comfortable working with other teams. Experience working collaboratively on projects is a plus. An ideal candidate will be open to finding innovative ways to improve processes.

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 FATCA & CRS Analyst you will

  • Coordinate with Investor Services to ensure investor data is complete in order to provide accurate reportable suggestions
  • Review the investor data to determine FATCA and CRS reportable suggestions
  • Lead meetings with clients to discuss client workbook and reporting deliverables
  • Submit FATCA and CRS filings
  • Assist with managing the FATCA and CRS Pipeline
  • Provide pricing and answer RFP's for new business
  • Escalate issues raised by junior staff
  • Provide metrics to share with upper management
  • Assist team members to push annual reporting cycle to completion
  • Act as FATCA/CRS SME and speak with clients as needed
  • Coordinate team projects
  • Provide training to staff

What we value

These skills will help you succeed in this role

  • Good organizational skills with an emphasis on time management
  • Team player and leader
  • Open to learning new things

Education & Preferred Qualifications

  • Bachelor’s Degree required from a 4-year college/university
  • Experience with management
  • Proficient in Microsoft Excel
  • Experience with VBA/Macros is a plus
  • Knowledge of FATCA/CRS

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.

For further information, and to apply, please visit our website via the “Apply” button below.

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