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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Global Withholding Tax Specialist, hybrid, Senior Associate
Location: Kraków

Your new team

Global Process delivery Tax Services provides support to both the Client Relationship Managers and Investment Operations Teams and Project Teams in terms of tracking and overseeing maintenance of Tax Rates within all applicable systems and resolving Client queries.

Who we are looking for

We are looking for a candidate has finance industry experience with either custody, tax or client service area. You will be providing tax custody services to the clients

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.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Your new role

Global Withholding Tax Specialist will interact with the Client and other external and internal SSC parties in creating and pro-actively and re-actively maintaining tax rates and identifying an issue as well as managing that a suitable resolution is found and communicated to the Client, where applicable. The role is supporting Operational Teams in multiple locations.

As a Global Withholding Tax Specialist, Senior Associate you will

  • Provide Subject Matter expertise for all Income Withholding Tax related questions and queries.

  • Review Market and Internal Tax documentation and data to ensure internal Tax Tables are up to date, amending as required to ensure this is the case (where possible).

  • Track progress with Tax Table Review and Re-structuring.

  • Work with off-shore teams to ensure all required detail and data is being received in a timely manner.

  • Review work completed by off-shore teams to ensure it is both timely and accurate.

  • Act as the point at which relevant client and internal queries are tracked, with pro active management to ensure timely response and resolution.

  • Review existing Tax related process and identify where improvements might be introduced.

  • Act within the SSC risk culture and escalate accordingly all potential incidents that could lead to financial loss and/or reputational damage to SSC.

  • Perform work independently within scope of established guidelines and according to specific procedures.

  • Ensure timely and accurate to Client’s issues and inquiries. Proactively manage query resolutions to ensure responses are sent in an accurate and timely manner to clients.

  • Communicate effectively on issues / problems to the Client and to SSC management and ensure a proper and timely follow-up to ensure resolution.

  • Provide guidance, support, act as resource and assist team members from multiple operational areas for both onshore and offshore locations.

  • Maintain and progress on-going Tax initiatives and projects across the Global Client Base Complete any ad-hoc tasks as identified by the line manager.

What we value

These skills will help you succeed in this role

  • Problem-solving

  • Adaptability

  • Optimism, willing to work within a team

  • Effective communication skills

  • Client centric and pro-active approach

  • Advanced command of English: spoken and written

Education & Preferred Qualifications

  • Bachelor degree or higher

  • At least 3-5 years of experience in the financial industry

  • Experience from custody banking, consumer banking or finance/accounting area is preferred

  • Good PC skills including MS Office application

What we offer

  • Permanent contract of employment from day one

  • Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)

  • VIP medical package for employees and their families (partner and children)

  • Premium life insurance package and private pension plan

  • Employee savings plan

  • Multisport Card

  • Wide range of soft skills training, technical workshops, language classes and development programs

  • Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice

  • Variety of well-being programs

  • Technical or leadership career pathway

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.


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

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