Fund Services Tax, AVP

Who we are looking for

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment 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.

Your role as a client service manager is to oversee the successful delivery of tax services and ensure the accuracy to your group of clients. This will involve analysis, resolving technical and operational issues before the delivery of products to clients. You will be responsible for liaising with clients to ensure their needs are being satisfied and to discuss industry related and technical topics with them. It will also be important to develop strong relationships with internal divisions of the company and to manage special projects and assignments. You will be responsible for risk management and participating in increasing product offerings and new business.

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

• Tax reporting oversight for our clients
• Client relationship building and engagement
• Year end audit management and planning
• Technical support for tax distributions and tax provisioning
• Work closely with clients, auditors and internal teams to ensure the reports are fit for requirement.
• Client solutioning and ability to manage tax requirements
• Actively managing risk, issues and incidents impacting Tax Reporting.
• Business Activity Statement lodgements

What we value

• Strong tax technical knowledge
• The ability to answer client and external auditor/advisor's queries
• Strong time management and communication skills
• Ability to work under pressure to meet varying deadlines and work volumes
• Management skills and the ability to work in a team environment
• Confident in making decisions autonomously and taking initiative
• Taxation financial services experience - in particular managed investment trusts and industry superannuation funds
• Tax and compliance experience
• Minimum five years of work experience in accounting, legal, financial markets, custody or operations.

Education & Preferred Qualifications:

• CA / CPA qualified or working towards qualification

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 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.

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