State Street

Fund Services Tax, Senior Associate

State Street
Not disclosed
17 May 2024
24 May 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

The Fund Tax Manager will act in several areas around shareholder taxation reporting, with a focus on controlling the on-going Investor Tax and Fund Tax figures. He follows up on all tax changes and actively interfere with operations, clients and other SSB offices

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

The team you will be joining is acting in several areas focused on Investor Tax and Fund Tax Services reporting. The Tax Team is a part of State Street Bank International GmbH, Luxembourg Branch. The team members are the key contacts between State Street clients, tax advisors (e.g. for the compilation of the Austrian, Swiss, UK and US Tax Reporting), and the local administrations (e.g. for the quarterly Subscription Tax declarations, the annual VAT declarations under the simplified regime for the Luxembourgish domiciled Funds).

As Tax Analyst for Investor and Fund Tax Services, you will:

  • Focus on controlling and over sighting the on-going tax figures calculation (German, Belgian, Italian taxes)
  • Interfere with State Street operation teams (Fund Accounting, Client Service Management, Financial Reporting, Regulator and Domiciliary Teams)
  • Liaise with Tax Advisors and the Luxembourgish Tax Administrations
  • Follow up on tax changes and clients wishes
  • Provide support for the implementation of the regulatory changes (e.g. ESG with some tax benefits granted in case of investments in sustainable assets)
  • Participate to the integration of the new businesses.

What we value

These skills will help you succeed in this role

  • Good verbal and written communication skills.
  • Good organizational and time management skills.
  • Ability to work on own initiative to accomplish tasks.
  • Ability to work in a team environment.
  • Strong numerical skills.
  • Ability to work under pressure

Education & Preferred Qualifications

  • Finance related educational degree – Finance, Business Administration, Accountancy, Economics, International Business, Private Equity and Investment Management.
  • Candidate must have some financial knowledge of funds (equities, bonds, derivatives).
  • Fluent in English- French and/or German is a plus.
  • Ability to work with Microsoft Office products, in particular MS Excel
  • An expected experience of 2 years in the same position or in accounting

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.

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

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