Tax Compliance and Oversight with State Street Global Advisors, AVP Tax Compliance and Oversight with State Street  …

State Street Global Advisors.
in Kraków, Malopolskie, Poland
Permanent, Full time
Be the first to apply
Competitive
State Street Global Advisors.
in Kraków, Malopolskie, Poland
Permanent, Full time
Be the first to apply
Competitive
State Street Global Advisors.
Tax Compliance and Oversight with State Street Global Advisors, AVP
OCIO Tax Compliance
  • Obtaining and tracking schedule K-1s for OCIO client investments
  • Examining K-1s to identify Unrelated Business Taxable Income.
  • Assist with compiling information and work papers necessary to ensure accurate and timely tax filings of OCIO investment entities.
  • Assist in ensuring appropriate tax reporting for client partnership investments where SSGA Boston is the Tax Matters Partner.Tax Withholding and Reporting
  • Tax Reporting and Withholding Compliance relative to SSGA investment vehicles.
  • Assist with the completion and maintenance of tax documentation for SSGA investment products and corporate entities.
  • Assist with oversight of transfer agents execution of Foreign Account Tax Compliance Act 'FATCA', and the Common Reporting Standard 'CRS'.
  • Assist with United States tax consequences relative to non-US investors, as required.
  • You will be responsible for Tax Reclaim and Relief at Source Oversight and Application.
  • Ensure appropriate documentation is in place to avail most appropriate tax rates.
  • Review reclaim receivables at pre-determined intervals for the ability to collect.
  • Undertaking reviews of accounting to custody tax reclaim receivables.
  • Ensuring timely write down of tax reclaim accruals deemed uncollectible from accounting records.
  • You will work with teammate to ensure appropriate investor level tax forms are in place, as required.Other Responsibilities
  • You will assist with answering client queries, as required.
  • Provide assistance in responding to tax specific RFP questions.
  • Attend client / investor meetings, as required.To be successful in this role, you will possess the following skills:
  • Proficiency in Excel and MS office products is needed
  • Deep understanding of US partnership tax filing obligations
  • Detail oriented, organized
  • High level of initiative and ownership
  • Strong written and verbal interpersonal skills
  • Prior experience with US partnership taxation is a plu
  • Good numerical and analytical abilities are necessary
  • Creative / Inventive - ability to navigate organization to resolve issues / seek information
  • Excellent planning, organizational and analytical skills and ability to follow through independently.
  • Ability to meet deadlines and adjust priorities for multiple clients based on changing client and department needs.
  • Comfortable working in a team setting
  • Ability to communicate in English effectively.
  • Ambitious
  • HardworkingAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and intelligent, engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

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