Fund Services Tax Senior Associate

Responsibilities

• Assist business groups with US tax reporting requirements for alternative investment products
• Communicate project status and updates to managers and the centralized Boston tax team
• Ensure all checklists, controls, and tax records are maintained according to internal audit guidelines
• Train junior staff on tax report generation and design on-the-job training programs
• Supervise the work of tax associates and resolve complex queries
• Identify and report risk, compliance issues, breaches, and suspicious activities
• Propose ideas to management to support continuous operational improvements

Requirements

• 5-6 years of experience in financial services
• Strong analytical, problem-solving, and critical thinking skills
• Excellent organizational and interpersonal communication skills
• Ability to prioritize tasks and manage time efficiently in a team environment

Preferred Qualifications

• Previous experience in US taxation
• Full-time MBA or equivalent degree from a reputed university
• Superior proficiency in Microsoft Office applications, specifically Excel and Word

About the Company

State Street is one of the world's largest custodian banks, asset managers, and asset intelligence companies. We provide essential investment servicing, data and analytics, and investment management to institutional clients globally, helping them safeguard and steward investments for millions of people.