Tax Specialist, Associate 1

Job Description

Purpose Of Role:

The Tax Specialist is responsible for processing and analyzing tax calculations for clients on a daily, weekly, monthly, quarterly, yearly and/or ad hoc basis. The Tax Specialist ensures figures are accurate and delivered to the client in a timely fashion. The Tax Specialist is the central point of contact for all tax supporting functions and analyzes the information received. The Tax Specialist makes sure any discrepancy is monitored and resolved professionally on a timely manner.

Specific Duties:

TECHNICAL COMPETENCIES

CALCULATION AND PROCESSING TAX AND OTHER TAX COMPONENTS

• Processes tax components and completes relevant checklists.
• Performs tax calculations (with the tax accuracy goal being 100%) in accordance with agreed deadlines.
• Liaises with supporting departments for the purpose of obtaining key inputs to service delivery, resolving errors and discrepancies.
• Checks for reasonability of the tax tolerance breaches.
• Escalates all issues immediately to Senior Tax Specialist.
• Calculates tax provisions.

RECONCILIATION – ACCOUNTING RELATED

• Processes tax components activity per daily, weekly, monthly and yearly tax computations to support tax in pricing and / or tax reporting.
• Checks and justifies the daily tax movements
• Follows and completes relevant checklists in accordance with the procedures.
• Prepares periodic and ad hoc tax reports.

OTHER

• Prepares tax packs to support periodic reporting and calculation of provisions.
• Classifies assets and offshore investments for tax purposes.
• Processes tax payments according to the instructions.
• Liaises with the tax teams in other locations, fund groups and other units.
• Implements best practices for tax activities. Makes recommendations for changes to processes and procedures.
• Involvement in departmental ad-hoc projects.
• Involvement in the training and development of other team members as necessary.
• Other duties requested by team manager.

NON - TECHNICAL COMPETENCIES

COMMUNICATION

• Escalates any issues to Senior Tax Specialists and ensures proper channels of communication with Tax Team Supervisor and oversight.
• Establishes and maintains good working relationships with internal clients and colleagues.

ORGANISATION

• Undertakes appropriate housekeeping duties e.g. filing, archiving, operation of clean desk policy.

TRAINING AND PERSONAL DEVELOPMENT

• Works with Tax Team Supervisor (Senior Associate) to identify objectives at the start of each year and keeps them up to date.
• Actively participates in the appraisal process by completing a self-evaluation and suggesting appropriate development.
• Takes responsibility for personal development and training.

Work Parameters Or Boundaries:

Internal State Street Poland procedures & regulations

Accounting Standards

Performance Planning and Review System

PERSON SPECIFICATION

Specific Qualifications / Skills:

• Numeracy / Literacy skills
• Accuracy and ability to work to tight deadlines
• PC literate and competent in use of MS Excel spreadsheets and MS Word processing
• Basic understanding of fund administration would be useful but not essential
• Excellent English

Critical Behaviors for Success at Core level:

• Takes Ownership and Initiative
• Ensures accuracy and quality
• Provides outstanding service
• Communicates Effectively
• Displays Insight & Influence
• Fosters Collaboration and Teamwork

Level Of Education:

Accountancy or tax related degree (preferred)

Previous Level Of Experience:

Previous experience in fund administration / tax preferred but not essential.

Note:The role requires a minimum of three days per week working from the office

Minimum Salary:​

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

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.

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