Client Onboarding and ongoing maintenance

• Ensure appropriate documentation is in place for clients in tax transparent products at time of subscription.
• Ensure client documentation is renewed in order to maintain preferential tax rates, as required.
• Oversight of custodian’s application of appropriate tax rates at the investor level.

Product level tax documentation and application

• Ensure appropriate documentation is in place with the custodian to avail preferential tax rates.
• Create and supply updated documentation, as required to avail preferential tax rates.
• Validate the application of the appropriate rates by the custodian.

Tax reclaim oversight

• Ensure accrued tax reclaims are considered collectible.
• Work with the custodian to address out of tolerance items.
• Write down reclaims that are deemed uncollectible in a timely manner.

Fund level tax compliance

Ensure EMEA fund compliance with the Foreign Account tax Compliance Act (‘FATCA’), the Common Reporting

• Standard (‘CRS’) and other applicable tax reporting regimes.
• Monitor and communicate global tax changes that impact State Street Global Advisors products.
• Ensure State Street Global Advisors products are receiving the most preferential rates in all markets of investment.

Management of staff responsible for:

• U.S. Non-resident Alien withholding calculation and application relative to U.S. Common Trust Funds.
• U.S. tax reporting.
• Common Trust Fund investor reclaim administration tasks.
• Fund level tax documentation administration.

Other Responsibilities

• Assist with answering client queries, as required.
• Assist with responses to tax specific RFP questions.
• Attend client meetings, as required.
• Assist with ensuring timely resolution of tax related issues by engaging with the custodian.

• Must be proficient in Excel and MS office products
• Strong understanding of tax reclamation process
• Detail oriented, organized
• High level of initiative and ownership
• Strong verbal communication skills
• Quality focus
• Prior experience with tax transparent and opaque EMEA investment vehicles preferable

   

Core Competencies

• Good numerical and analytical abilities
• Ability to work under pressure and to tight deadlines
• Excellent attention to detail
• Good communication skills – both verbal and written
• Team player
• Very good English

   

Disposition

• Self-motivated
• Enthusiastic
• Self-reliant

Ten to twelve years relevant experience in tax administration and/or tax oversight. Strong people management skills and prior experience in a supervisory capacity.