EMEA Fund Services Tax Compliance And Oversight, State Street Investment Management, Vice President

EMEA Fund Services Tax Compliance And Oversight

The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world's governments, institutions, and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Global Funds Management provides a centralized oversight program for various SSIM products and services by implementing, managing, and/or overseeing the administration, tax, treasury, fund governance, and regulatory reporting requirements for SSIM funds.

The strategic objective of the role is to ensure appropriate tax withholding, refunds are executed upon in a timely manner, reporting is undertaken where required, and is done so within the regulatory framework of the tax jurisdictions of operation and investment for SSIM EMEA products. We are looking for someone with custody and/or tax advisory background who can respond to the challenging questions and drive tax support for EMEA region.

What you will be responsible for:

• Drive fund tax oversight processes for SSIM EMEA investment products such as investors tax reporting (i.e., UK, Germany, Austria, Switzerland, Belgium, Italy).
• Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
• Be a go-to tax person for the internal stakeholders and support them to execute business unit strategy, product and geographic expansion.
• Provide tax support to the internal partners in evaluating the tax implications, risks, and requirements associated with both new and existing products.
• Drive relationships with key internal and external parties including consultants and tax advisors.
• Collaborate with custodian of the SSIM EMEA investment products to ensure appropriate tax efficiency is applied when investment is outside the domicile of the fund.
• Ability to self-reflect and critically review processes on an ongoing basis.

What we value:

• Demonstrable leadership skills and the ability to positively influence colleagues in other functional areas, including non-tax professionals.
• Excellent communication, social, organizational skills.
• Strong written and verbal communication skills and the ability to explain complex tax matters in concise, accurate, layperson terms.
• Confirmed ability to work independently and to effectively handle challenging priorities.
• Diligent work ethic and positive, can-do attitude

Education & Preferred Qualifications:

• Equivalent to Bachelor's degree in Accounting, Finance, Business or relevant field
• 10+ years of fund or custody tax experience, excellent knowledge of investors tax reporting and multiple withholding tax and funds tax regimes across the EMEA region.
• Understanding of technology (e.g., industry platforms, data tools, portals, workflow, automation)
• Proven experience in tax product support or tax operations within financial services, asset management, or custody environments.