Fund Services Tax, Officer

Who we are looking for

A dedicated team player, the person would be responsible for the administration of tax to a selected group of State Street client in North America. Focusing on tax accounting, reporting, compliance, tax research and writing, the candidate would within the team build positive client relations and identify and help in resolving a variety of tax issues.

What you will be responsible for

• Review trust income tax returns and related working papers
• Research various tax issues and prepare memos
• Prepare and review semi annual and annual distribution calculations
• Review year end tax reporting slips for submission to CRA and unit holders
• Review stop loss and suspended loss reports and summary
• Review year end customized client tax reporting
• Liaise with clients on various reporting deadlines
• Review CRA Notice of Assessments and determine to file Notice of Objection or T3 Adjustments
• Participate in Ad hoc projects on tax laws and technology build
• Participate and train staff on tax department’s risk management
• Review Indirect tax calculations
• Review Indirect tax Returns
• Communicate with Clients on Indirect Tax updates and applications to the funds
• Train Tax department and Client service Staff on Expenses Review
• Train Tax department staff on Indirect Tax Standard Operating procedures

Education & Preferred qualifications

• Professional accounting designation (CA or Income tax and Indirect tax In-Depth)
• Strong accounting and tax background with progressive 5 year of experience in the public practice or financial service industry
• Additional experience related to exposure to complex tax issues surrounding the mutual fund industry
• Advanced computer skills (including Word, Excel and Tax prep)
• Ability to research online with CCH and other research tools
• Excellent communication skills that allows effective communication within the team and with the client
• Additional experience related to complex tax issues surrounding the mutual fund industry
• Sound knowledge of Indirect Tax

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers