Fund Services Tax - Assistant Vice President

As FATCA and CRS / International Tax – Assistant Vice President you will

·         Oversee the entire FATCA and CRS product, encompassing over 200 clients, gathering
information, lending expertise, and filing to relevant tax authorities

·         Provide client pitches

·         Act as an escalation point for all FATCA and CRS related and International Tax issues

·         Problem solve out of the ordinary situations to agree with clients how to treat specific
investors from a FATCA/CRS perspective

·         Coordinate with clients to receive their sign off and approval for FATCA/CRS related items

·         Coordinate with Investor Services/NAV/Fund Accounting to ensure investor data is complete in order to provide accurate reportable suggestions

·         Work with relevant teams to ensure proper financials are filed for reportable investors

·         Review the investor data to determine FATCA and CRS reportable suggestions

·         Lead meetings with clients to discuss client workbook and reporting deliverables

·         Assist team members to push annual reporting cycle to completion

·         Act as FATCA/CRS, International Tax SME and speak with clients on a regular basis

·         Oversee the portfolio of team projects

·         Provide training to staff

·         Resolve Tax Portal Issues

·         MIS reporting

·         Coordinate with relevant tax authorities to resolve reporting issues for FATCA/CRS and the following European investor Tax jurisdictions for mutual and hedge funds:
Switzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg

·         Help the team in reviewing monthly KPI, KRI, FTE reporting

What we value

These skills will help you succeed in this role

·         Knowledge of FATCA and CRS regulations is required

·         Experience troubleshooting with Jurisdictional Tax Authorities

·         Strong problem resolution and analytical abilities

·         Strong attention to detail, quality and time management skills

·         Self-sufficient and motivated

·         Strong client service focus

·         Excellent communication and administrative skills

About State Street

Across 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 smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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