The Role
Who we are looking for:Associate Level: A2
Why this role is important to us:
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What we value
These skills will help you succeed in new role:
Processing tax reclaims for various investment markets for German, Swiss, Austrian, Dutch client base
Preparing and processing tax documentation for reduction at source / tax exemption purposes on account and investor level
Reconciliation of tax receivables and investigation of breaks
Implementation of tax related market changes
Regular review and verification of tax procedures
Close collaboration with internal teams in Global Ops and Global ServicesWhat we doState 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 GrowWe 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 that will help you to match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social ResponsibilityWe 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.Discover more at StateStreet.com/careers
- Review tax reclaims forms, and complete the reviewers’ checklist
- Assist and provide direction to staff in resolving discrepancies,
- Assist Team Supervisor of the team and ensure that departmental procedures and controls are adhered to,
- Assist Team Supervisor in implementing new procedures and controls,
- Perform special projects and other tasks as assigned by the Team Supervisor
- Provide timely and professional responses to all enquiries, resolve errors/ rejections,
- Ensure that daily workload is allocated appropriately,
- Provide guidance and training to less experienced staff .
- Appropriate educational training in finance/taxes/accounting business or equivalent experience
- 2 - 3 years of relevant experience
- Knowledge and understanding of tax reclaims market regulations (essential)
- PC literacy and competency in use of spreadsheets and word processing,
- Power BI /VBA knowledge will be an asset
- Improvements implementation experience
- Numeracy / literacy skills,
- Thorough understanding of fund administration is required,
- Proficiency in reconciliation and problem solving,
- Excellent written and verbal communication,
- Ability to work to tight deadlines,
- Ability to take ownership and initiatives,
- Accuracy, good quality of work and attention to details,
- Excellent English.
Why this role is important to us:
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What we value
These skills will help you succeed in new role:
Processing tax reclaims for various investment markets for German, Swiss, Austrian, Dutch client base
Preparing and processing tax documentation for reduction at source / tax exemption purposes on account and investor level
Reconciliation of tax receivables and investigation of breaks
Implementation of tax related market changes
Regular review and verification of tax procedures
Close collaboration with internal teams in Global Ops and Global ServicesWhat we doState 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 GrowWe 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 that will help you to match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social ResponsibilityWe 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.Discover more at StateStreet.com/careers
State Street's Speak Up Line
State Street Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.
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Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
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Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.
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The Company
What We Do
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future
