Purpose of Role:
Complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the team’s First Line Manager, including assisting other team members where required.

Some aspects of this role are client-facing and require a strong customer focus.
*Manage tax reclaim processing and filing where required

*European Court of Justice data management

*Complete daily Cross Settlement Trade Identifier (CSTI) reporting and identify changes needed with the global tax tables.

*Provide excellent customer service via research and resolution of inquiries (internal and external customers).

*Cash break investigation, resolution and management

*Preparing Tax reports , collection of tax reports and consolidating EMEA reports

*Build and maintain cross-location collaborative relationships across the team, department, business unit, clients, internal business partners and subcustodians

*Ad-hoc projects and functions as and when required

*Manage tax documentation tracking and collection from HMRC and clients to assist in the maximization of client tax exemption and reduction at source.

*Positively contribute towards process improvements, mitigate risk and eliminate waste, both on a local and global level.


Work Parameters or Boundaries (e.g. Internal Procedures): Internal Procedures

Training and Competency
The candidate need not already have been assessed as competent in the following caught activity: Employees overseeing on a day to day basis safeguarding and administering investments or holding client money, but is required to achieve competency within 24 months

SPECIFICATION
Level of Education:
*A Level / Higher preferred but not essential.

*Previous Level of Experience:

*Experience in the financial industry and custody operations is preferred. Prior tax knowledge is not a pre-requisite.

*Skills - interpersonal, numerical, problem-solving, analytical, etc Disposition - motivation, team skills, ability to work under pressure, etc


What we value:
*Candidate should be able to demonstrate a strong customer focus

*Candidate should have the ability to adapt quickly to new systems and processes affecting their role.

*Good team player who is flexible to change and the needs of the business.

*Must be pro-active in approach with a focus on helping other team members.

*Should have the ability to question processes and be analytical, with a very high degree of accuracy in all work completed.

*Strong written and verbal communication skills are required.

*Should be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus.

*Able to prioritise and focus on the most urgent and important task.

*Should exhibit skill in planning and monitoring workload including self-management in order to achieve goals within expected timescales.


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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