State Street

Fund Services Tax, Associate 2

State Street
Quincy, Massachusetts; Boston, Massachusetts
Not disclosed
17 May 2024
06 Jun 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

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.

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 projects
  • Support 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: Switzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg

What we value

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 plus

Education & Preferred Qualifications

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

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.

Salary Range:

  • $41,600 - $60,320 Annual
  • The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

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

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