Junior Tax Administrator, Associate 2

vor 6 Monaten


Zurich, Schweiz State Street Vollzeit

Who we are looking for

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like ours to help navigate employees and the organization. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

ACTIVITIES / TASKS include:
Tax Service
- Preparing and processing of withholding tax forms for Swiss domiciled funds to be submitted to the Swiss Federal Tax Authority
- Preparing supporting documents necessary for tax reclaims filing for various investment markets for State Street client base
- Collection and renewal of tax documents for FATCA, CRS, reduction at source / tax exemption purposes and quick tax refund (affidavit), at investor level
- Reconciliation of tax receivables and investigation of breaks
- Preparing and processing tax vouchers and tax reports
- Perform tax eligibility checks for new investors, regular review and verification of tax procedures
- Close collaboration with internal teams in Custody Tax Services departments globally

Other Services:

- Processing of investment funds distribution and accumulation

Technical
- Adhere to procedures in relation to all tasks
- Identify process efficiencies in the course of their daily work and propose to line managers
- Develop and maintain a thorough knowledge of Transfer Agency processes and Systems
- Gain broad expertise on company products
- Build and maintain internal network of contacts

Communications
- Liaise with other departments in an effective manner
- Provide/seek regular feedback to team leader

Team
- Act as an effective team player & deputies for immediate supervisor when appropriate
- Show organizational skills for oneself and others
- Display effective team focus by assisting colleagues in their daily routine
- Positively influencing team morale in order to achieve set standards and goals
- Show willingness to assume additional tasks in order to share workload within team/department
- Maintaining a “can do” attitude

General
- Display initiative
- Administration of Clients/Investors correspondence
- Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management

Education & Preferred Qualifications
- Bachelor’s degree and 2+ years’ experience in operations, ideally within the Funds industry
- Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
- Strong written and verbal communication skills
- Possess excellent organizational, planning and co-ordination skills
- Previous experience in reviewing and implementing initiatives, policies and procedures desirable
- Ability to work accurately to tight deadlines
- Proactive and able to work both independently and as part of a team

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.



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