Operations Tax, Senior Associate

Posted 5 Days Ago
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Sydney, New South Wales
Junior
Financial Services
The Role
The Senior Associate in Operations Tax will manage client tax documentation and processes, supporting onboarding and maintaining the tax database. They will provide updates to clients, monitor application statuses, and ensure compliance with procedures through daily controls and collaboration with colleagues across regions.
Summary Generated by Built In

Who we are looking for

Custody Tax team handles client documentations for availing tax reliefs or to process tax reclaim that withheld at source of dividend/interest payments.

What you will be responsible for

Your key responsibilities:

Collect and analyze tax information and documentation provided from client

Support onboarding of new clients for custody tax related processes

Update tax database allowing correct fiscal treatment according to applicable client residence, status and sub-custodians procedures

Provide clients with regular market updates and tax filing status

Manage fiscal documentation required for relief-at-source and monitor the application status 

Collaborate with internal counterpart in EMEA and North America to collect tax information and resolve client enquiry

Perform daily controls on team activity as per existing SOP and checklists to ensure priorities have been respected and tasks have been properly performed.

What we value

Education & Preferred Qualifications:

Bachelor’s degree or equivalent in Accounting, Finance, Business or related field

2-3 years of relevant experience in custody operation or tax administration

Sound Knowledge about Custody Operations, Tax Relief at source and Reclaim

Fluency in English

Proficient in Microsoft Office Applications

Ability to work under pressure, meet deadlines and adapt to changes

Effective interpersonal, verbal and written communication skills

Strong analytical skills, detail orientation, service commitment, and solid organizational skills.

State Street's Speak Up Line

The Company
Brisbane City
39,782 Employees
On-site Workplace

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

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