Custody Tax, Associate 2

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.

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
• Hybrid model

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.

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