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State Street

Holds assets for institutions and runs index funds

Operations Tax - Associate 1

Tax AccountingPosted on Nov 12
Full-timeGdańsk, Poland

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • Strong analytical and problem-solving skills are required.
  • Attention to detail and the ability to work with large volumes of data are required.
  • Strong written and verbal communication skills in English are required.
  • Good knowledge of Microsoft Excel is required.
  • The ability to work effectively both independently and within a team is required.

Responsibilities

  • Review and process international tax reclaim applications.
  • Validate tax documentation, including Certificates of Residence, Powers of Attorney, and other supporting documents.
  • Perform data analysis and reconciliations using internal systems and Excel.
  • Research and resolve operational exceptions and discrepancies.
  • Maintain accurate records and ensure compliance with internal procedures.
  • Collaborate with internal teams, sub-custodians, and external partners.
  • Meet daily productivity, quality, and timeliness targets.
  • Support ongoing process improvement and automation initiatives.

Desired Qualifications

  • Previous experience in financial services, taxation, operations, or asset servicing is an advantage but is not required.

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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