State Street
Financial Services
FundServicesTaxSeniorAssociate
“Fund Services Tax- Senior Associate at State Street. Skills: US taxation, tax reporting, client service. Processing quarterly, yearly and ad-hoc calculations. Assist business groups on tax reporting requirements”
What You'll Achieve.
maintain client’s US tax compliance; support continuous operational improvements; Act in accordance with Risk Excellence as part of our Corporate Strategy
Industry & Context.
Critical thinking; analytical and problem-solving skills; resolve complex queries
What They're Looking For.
Must Have
5-6 years of experience in financial services, US taxation experience preferable
Nice to Have
Full time Masters in Business Administration (MBA) or equivalent from reputed university, Superior knowledge of Microsoft Office applications, including Word & Excel
What You'll Do.
yearly and ad-hoc calculations
Assist business groups on tax reporting requirements
Ensure all checklists and controls are all tax records are maintained in accordance with the business unit and internal audit guidelines
Train the junior staff on tax report generation and design new starter on-job training
Supervise tax associates’ work and resolve complex queries from them
Raise ideas to manager to support continuous operational improvements
Identify and report all risk and compliance issues
breaches and suspicious activities
How You'll Work.
Team & Collaboration
working closely with local management and our centralized Boston team; coordinate efforts with external audit firms and internal fund administration & financial reporting groups; Maintain effective day-to-day communication with Boston tax team; positively seek feedback on our work; Display effective team focus and able to communicate effectively within the team; willingness to assume additional tasks in order to share workload within team/department
Communication Scope
Communicate with managers on status of assignments/projects; Maintain effective day-to-day communication with Boston tax team; Display effective team focus and able to communicate effectively within the team
Process & Methodology
Communicate with managers on status of assignments/projects
Applying for this Fund Services Tax- Senior Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about State Street?
Real rants from real employees. Read before you apply.