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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Fund Services Tax Compliance and Oversight, State Street Global Advisors, Assistant Vice President
Location: Kraków

Who we are looking for

Global Funds Management provides a centralized oversight program for various SSGA products and services by implementing, managing and/or overseeing the administration, tax, treasury, fund governance and regulatory reporting requirements for SSGA funds.

The strategic objective of the role is to ensure appropriate tax withholding and refunds are executed upon in a timely manner, reporting and tax compliance requirements are undertaken where required, and is done so within the regulatory framework of the tax jurisdictions of operation and investment.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for

What you will be responsible for

Product level tax documentation and application:

  • Ensure appropriate documentation is in place with the custodian to avail preferential tax rates.

  • Create and supply updated documentation, as required to avail preferential tax rates.

  • Validate the application of the appropriate rates by the custodian.

Tax reclaim oversight:

  • Ensure accrued tax reclaims are considered collectible.

  • Work with the custodian to address out of tolerance items.

  • Write down reclaims that are deemed uncollectible in a timely manner.

Fund level tax compliance:

  • Assist with the execution of required tax filings for SSGA's North American unregistered product set.

What we value

These skills will help you succeed in this role

  • Proficiency in Excel and MS Office products

  • Excellent communication skills in English required - both verbal and written

  • Detail oriented and organized

  • Strong written and verbal communication skills

Education & Preferred Qualifications

  • 3 - 5 years of investment tax experience

  • Graduate and above preferably in Finance

We offer

  • Employee savings plan

  • Premium life insurance package

  • VIP medical package

  • International operating environment

  • Language classes

  • Soft skills trainings

  • Technical workshops

  • Development sessions with a mentor

  • Diversity of opportunities across a range of challenging and highly complex activities

  • Technical or leadership career pathway

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

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.

This job is no longer available

Recruitment process for this position has ended.

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  • iconFinance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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