State Street
Financial Services
FundServicesTaxSeniorAssociate
“Fund Services Tax - Senior Associate at State Street. Skills: US tax reporting solutions, tax reporting services, tax compliance, tax reporting requirements, tax records maintenance, tax report generation, US taxation. Assist business groups on tax reporting requirements. Processing quarterly, yearly and ad-hoc calculations”
What You'll Achieve.
provide tax reporting services to the firm’s alternative investment clients; 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 from them
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.
Assist business groups on tax reporting requirements
yearly and ad-hoc calculations
maintain client’s US tax compliance
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
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; Show willingness to assume additional tasks in order to share workload within team/department; Display effective team focus and able to communicate effectively within the team
Communication Scope
Communicate with managers on status of assignments/projects; 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
Process & Methodology
Communicate with managers on status of assignments/projects
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