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State Street

Holds assets for institutions and runs index funds

Fund Services Tax - VP, FTC months

Product ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • At least 8 years of fund or custody tax experience.
  • Excellent knowledge of multiple withholding tax and funds tax regimes across the EMEA region.
  • Demonstrable leadership skills and the ability to positively influence colleagues in other functional areas, including non-tax professionals.
  • Strong written and verbal communication skills and the ability to explain complex tax matters in concise, accurate, layperson terms.
  • A qualification in tax, law, or accounting is essential; examples include CTA, a legal qualification, or CA/CPA.

Responsibilities

  • Work closely with partners in Product, Operations, Technology, and Corporate functions to execute business unit strategy, product and geographic expansion efforts, and a scalable technology and operating model solution.
  • Engage and develop relationships with key clients and third parties, including consultants and tax advisors.
  • Act as a tax product lead for RFPs and represent State Street in client pitches together with senior business owners.
  • Lead standardisation of custody and funds tax presentations and marketing materials from a global and regional perspective.
  • Engage actively with industry associations and public and private forums on tax matters to drive initiatives aimed at simplifying tax operational processes and identifying opportunities for tax optimisation.
  • Act as the product lead for product development requirements arising from new EMEA regulations, including EU FASTER and German MikaDiv.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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