Senior Tax Specialist (Associate 2)–Custody Tax Services
AI in this role
Manage daily custody operations, ensure workflow efficiency, document processes, and support internal and client stakeholders.
Who we are looking for
We are seeking a proactive and detail-oriented professional with a strong background in financial services, custody operations knowledge is a plus. The ideal candidate will have experience in leading daily business-as-usual (BAU) activities, documenting processes, and collaborating across teams to drive operational excellence. Fluency in English is required, and proficiency in Italian is a strong advantage, especially for servicing the Italian client book.
What you will be responsible for
As a Senior Custody Specialist within the Custody and Shared Services team, you will be instrumental in ensuring the smooth execution of custody daily operations, maintaining high standards of control, and supporting the Custody Operations Manager in managing deliverables and mitigating risk.
As an Associate 2, you will:
Independently manage daily BAU tasks and ensure timely execution.
Leading and coordinating daily BAU activities for Associates
Managing internal workflow to ensure internal processing and client deadlines are met
Acting as the first point of contact for operational teams to ensure timely issue resolution
Identify and escalate operational issues to appropriate Manager.
Drafting and maintaining SOPs, job aids, and process documentation.
Assist in reporting and analytics preparation for internal stakeholders.
Collaborate with cross-functional teams to support operational improvements.
Participating in special client or internal projects as required
Provide timely and professional responses to all enquiries, resolve errors/ rejections,
What we value
Fluency in English (written and spoken).
Proven ability to manage BAU tasks and escalate issues appropriately.
Strong documentation skills, including SOPs and job aids.
Excellent analytical and problem-solving capabilities.
High attention to detail and a results-oriented mindset.
Ability to work to tight deadlines.
Ability to take ownership and initiatives
Proficiency in Microsoft Excel and PowerPoint; familiarity with Power BI is a plus.
Office presence: 3 days work from office is a must
Education & Preferred Qualifications
1–3 years of experience in financial services or custody operations.
Prior experience in documentation and operational support.
Exposure to Custody Services and asset servicing is a plus
Please Note: This role requires a minimum of 3 days of working from office .
Minimum Salary:
zł68,004 AnnualThe 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
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How we rate this
Senior Tax Specialist (Associate 2)–Custody Tax Services 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.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.
Prepare for this job
A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where custody operations was part of your work. What did you do?
- Tell me about a project where financial services was part of your work. What did you do?
- Tell me about a project where process documentation was part of your work. What did you do?
- Tell me about a project where sop creation was part of your work. What did you do?
- Walk me through how you've used Microsoft Excel in your day-to-day work.
Adapt your resume
- List these exact terms on your resume: Custody Operations, Financial Services, Process Documentation, Sop Creation, and Microsoft 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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