EMEA Fund Services Tax Compliance and Oversight, Investment Management, Vice President

Who We Are Looking For
The Team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Global Funds Management provides a centralized oversight program for various SSIM products and services by implementing, managing and/or overseeing the administration, tax, treasury, fund governance and regulatory reporting requirements for SSIM funds.

The strategic objective of the role is to ensure appropriate tax withholding, refunds are executed upon in a timely manner, reporting is undertaken where required, and is done so within the regulatory framework of the tax jurisdictions of operation and investment for SSIM EMEA products. We are looking for someone with custody and/or tax advisory background who can respond to the challenging questions and drive tax support for EMEA region.

What You Will Be Responsible For

• As a EMEA Fund Services Tax Compliance and Oversight you will:
• Drive fund tax oversight processes for SSIM EMEA investment products such as investors tax reporting (i.e., UK, Germany, Austria, Switzerland, Belgium, Italy).
• Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
• Be a go-to tax person for the internal stakeholders and support them to execute business unit strategy, product and geographic expansion.
• Provide tax support to the internal partners in evaluating the tax implications, risks, and requirements associated with both new and existing products.
• Drive relationships with key internal and external parties including consultants and tax advisors.
• Collaborate with custodian of the SSIM EMEA investment products to ensure appropriate tax efficiency is applied when investment is outside the domicile of the fund.
• Ability to self-reflect and critically review processes on an ongoing basis.

What We Value
These skills will help you succeed in this role

• Demonstrable leadership skills and the ability to positively influence colleagues in other functional areas, including non-tax professionals.
• Excellent communication, social, organizational skills.
• Strong written and verbal communication skills and the ability to explain complex tax matters in concise, accurate, layperson terms.
• Confirmed ability to work independently and to effectively handle challenging priorities.
• Diligent work ethic and positive, can-do attitude

Education & Preferred Qualifications

• Equivalent to Bachelor's degree in Accounting, Finance, Business or relevant field
• 10+ years of fund or custody tax experience, excellent knowledge of investors tax reporting and multiple withholding tax and funds tax regimes across the EMEA region.
• Understanding of technology (e.g., industry platforms, data tools, portals, workflow, automation)
• Proven experience in tax product support or tax operations within financial services, asset management, or custody environments.

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

Read our CEO Statement

State Street's Speak Up Line

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

Job ID: R-779597