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State Street

Senior Tax Operations Specialist

State Street is hiring a Senior Tax Operations Specialist in Gdansk, Poland. It pays PLN 68k a year and Level rates it ; you can apply on State Street.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include Excel, Power BI and VBA.
  • Level classifies it as a senior role.
  • Level lists 1,100+ other open roles at State Street.
  • The role was posted in the last few days.

AI in this role

Senior Tax Operations Specialist responsible for custody tax services, reclaims, relief at source, and team guidance.

ExcelPower BIVBA
tax-reclaimsreconciliationproblem-solvingfinance

Who we are looking for

A candidate who is required to solve problems and provide assistance and guidance to the Tax Associates. Achieving quality of service is a team effort and the Senior Tax Specialist needs to function at all times as a team player and ensure that other members of the team do so. We are looking for suitable candidates in Gdansk.


What you will be responsible for

As part of the Custody Tax Services team, you will be responsible for activities in the areas of Tax Reclaims, Relief at Source, and Tax Payments, and for effectively resolving issues to minimize risk and exposure.


As an Associate 2 on the team you will:

  • Review tax reclaims forms, and complete the reviewers’ checklist
  • Perform tasks related to relief at source and tax payments.
  • Assist and provide direction to staff in resolving discrepancies,
  • Assist Team Supervisor of the team and ensure that departmental procedures and controls are adhered to,
  • Assist Team Supervisor in implementing new procedures and controls,
  • Perform special projects and other tasks as assigned by the Team Supervisor
  • Provide timely and professional responses to all enquiries, resolve errors/ rejections,
  • Ensure that daily workload is allocated appropriately,
  • Provide guidance and training to less experienced staff .

Education and Experience

  • Appropriate educational training in finance/taxes/accounting business or equivalent experience
  • 2 years of relevant experience
  • Knowledge and understanding of tax reclaims market regulations (essential)
  • PC literacy and competency in use of spreadsheets and word processing
  • Power BI /VBA knowledge will be an asset
  • Improvements implementation experience

Skills/Knowledge

  • Numeracy / literacy skills,
  • Thorough understanding of fund administration is required,
  • Proficiency in reconciliation and problem solving,
  • Excellent written and verbal communication,
  • Ability to work to tight deadlines,
  • Ability to take ownership and initiatives,
  • Accuracy, good quality of work and attention to details,
  • Excellent English.

Please Note: This role requires a minimum of 3 days of working from office .

Minimum Salary:​

zł68,004 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.​

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.​

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.​

​

We Offer:​

  • Permanent contract from day one​

  • Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)​

  • Gold Medical Package for employees and their families (partner and children)​

  • Premium life insurance package and private pension plan​

  • Wide range of soft skills training, technical workshops, language classes and development programs​

  • Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice​

  • Variety of well-being programs​

  • Additional benefits available depending on the seniority of the role


About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.


We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.


As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

State Street's Speak Up Line

Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce

How we rate this

Senior Tax Operations Specialist at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Tax ReclaimsReconciliationProblem SolvingFinanceExcelPower BIVBA

Questions you could be asked

  1. Tell me about a project where tax reclaims was part of your work. What did you do?
  2. Tell me about a project where reconciliation was part of your work. What did you do?
  3. Tell me about a project where problem solving was part of your work. What did you do?
  4. Tell me about a project where finance was part of your work. What did you do?
  5. Walk me through how you've used Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Tax Reclaims, Reconciliation, Problem Solving, Finance, and Excel. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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