IFDS- Registration, Tax Reporting Team, Officer

State Street
Not disclosed
14 Jun 2021
14 Jul 2021
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant
Who we are looking for:

The Registration Tax Team Officer is in charge of the overall planification before submission to the tax authorities of FATCA, CRS, 1099 regulatory reports.  He/she will work with Senior Associates to organize the distribution of the work within the team. He/she will have direct client contact and may represent the department in Client engagement forums.  The role requires involvement in KPI and department performance discussions with the Client and IFDS Senior Management.

The successful candidate will form part of the Registration Tax Team and will contribute to the integration of the team into the wider Registration department.

Why this role is important to us

The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC.

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 Registration-Tax Reporting Team Officer you will:

  • Responsible for the overall planification of a timely and accurate completion of FATCA and CRS returns including generating test files, liaising with operational teams to rectify error messages, managing Client interactions and submitting the final returns to the Tax Authority(ies).
  • Organize and execute the annual completion of the Regulatory filing to the applicable Tax Authorities for investment funds.
  • Oversight and internal reporting on the outsourced functions
  • Oversight of the quality controls applied on monthly investors tax related reporting before sending to clients
  • Act as the second escalation point for any investor tax related matter
  • The Registration Tax Team Officer will set clear targets and standards for performance and behaviour and ensures processes are in place to support individuals to achieve them.  He/she will Influence positive teamwork at all levels in the organisation and create and promote inter-team involvement and cooperation to achieve the business goals.
  • The Registration Tax Team Officer will articulate rationale for changes in FTE (Full-Time Equivalent) and budget requirements and clearly communicates expected standards of performance for team/project/tasks. As a senior department representative, he/she will responsible for creating and maintaining an environment which focuses on quality as an intrinsic part of every process and sets the highest standards of quality for self and others. 
  • They will be responsible for the production and accuracy of the department’s Management Information Reporting.
  • The Registration Tax Team Officer should seek out best practice and acts as an advocate for the recognition and reward of excellence.
  • Act as the second escalation point for any investor tax related matter

Candidate Capability

Engage People

  • The role will be required to establish effective collaborative relations with internal colleagues and team manager.

Knowledge and Expertise

  • The role will require a good understanding of the business processes relevant to their role, a good understanding of how these relate to the business processes within the overall team, and a basic commercial awareness.

What we value

The role will have previous relevant work experience within the chosen discipline. The role will be operating under structured supervision with set work routines.

Education & Preferred Qualifications:

  • Excellent communication skill
  • 5 years managements of minimum 5 persons (manage staffing requirements and review associated statistical figures relating to volumes)
  • Ability to work with pressure while maintaining high accuracy and quality standards, analytical and process thinking skills
  • The person should demonstrate a high degree of self-reliance and self-motivation and should be able to take initiatives for problem resolution
  • Minimum 4/5 years’ experience in banking operation (or financial services industry) preferably in Registration or risk and compliance function
  • Knowledge about shareholder administration and/or AML / KYC would represent a strong asset for this position
  • Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook…)
  • University degree in accounting, banking, finance, business administration, audit, legal or equivalent professional qualification


  • Fluent in English with strong language skills as clear preference
  • Additional languages (e.g. German, French, Luxembourgish, Italian and/or Spanish) are considered assets.

Additional Requirement:


  • Manages risk within their individual role by following set procedures and understands that the impact of such risk may include financial and reputational damage to team.
  • Demonstrates integrity in making decisions within the framework of their role.

Leadership/Organisational Responsibility

  • The role will lead by example for newer members of the team. For those with more experience in the role, this might include some work shadowing to help train those who are new to the role.
  • Demonstrates commitment to IFDS Group Values.
  • Demonstrates commitment to the ACE scheme where relevant.

Candidate Capability

Personal Impact

  • Encourages immediate colleagues to a high level of performance to meet immediate team objectives/targets.

Enables Others

  • Understands that their work may impact on the work of other team members and ensures tasks are completed to a high quality and in a timely manner.
  • Effective communication skills will be required with the ability to exchange information on a regular basis.
  • May provide on-the-job training/support to new team members.

Business Focus

  • Has a good understanding of work routines and procedures in own job.

Deliver results

  • Delivers against goals and targets set by team manager, acting within well-defined procedures.
  • Able to implement changes to the way tasks are completed, as guided by team manager and defined within procedures and processes.

Drive Innovation

  • Good understanding of own goals/targets and processes/procedures which impact on own role. Has ability to suggest improvements to these processes/procedures.

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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