Tax Administrator, Officer

Who we are looking for

This role offers an opportunity for the successful candidate to be part of an Investor Servicing team.  The candidate should have operational knowledge of query management, client servicing, and process adherence.  A major focus will be on ensuring that business standards and client deadlines are met on a consistent basis by delivering high quality client service both internally and externally.

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.

What you will be responsible for

As Tax Administrator you will

• Reviewing and processing of withholding tax forms for Swiss domiciled funds to be submitted to the Swiss Federal Tax Authority

• Reviewing supporting documents necessary for tax reclaims filing for various investment markets for State Street client base

• Collection and renewal of tax documents for FATCA, CRS, reduction at source / tax exemption purposes and quick tax refund (affidavit), at investor level

• Reconciliation of tax receivables and investigation of breaks

• Reviewing and processing tax vouchers and tax reports

• Oversee the tax eligibility checks for new investors, regular review and verification of tax procedures

• Close collaboration with internal teams in Global Tax Services departments

• Gain a brought understanding of Transfer Agency Services to support the Team, if required

• Reviewing and processing of investment funds distribution and accumulation

• Oversee the Investor application opening process and maintenance of share registers

What we value

These skills will help you succeed in this role

• Show organizational skills for oneself and others

• Administration of Clients/Investors correspondence

• Display effective team focus by assisting colleagues in their daily routine

• Positively influencing team morale in order to achieve set standards and goals

• Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management

Education & Preferred Qualifications

• Bachelor’s degree and 5+ years’ experience in operations, ideally within the Funds industry

• Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint

• Strong written and verbal communication skills

• Possess excellent organizational, planning and co-ordination skills

• Previous experience in reviewing and implementing initiatives, policies and procedures desirable

• Ability to work accurately to tight deadlines

• Proactive and able to work both independently and as part of a team

Additional requirements

Advanced language skills in either German, French or Italian would be ideal but are not a must

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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.

Discover more at StateStreet.com/careers