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Fund services tax, associate 2

Sydney
State Street
Tax
Posted: 24 August
Offer description

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The Taxation Accountant Associate 2 role within Global Delivery will be responsible for preparing various Australian Tax reporting packages offered to clients, as well as maintaining records in our internally developed systems as well as third party platforms.

The role involves interaction with various units locally and overseas. The Associate 2 should possess excellent interpersonal and communication skills and demonstrate the ability to work in a team environment. Accuracy, timeliness and delivery of client service are imperative in this position with increased focus towards quality controls, documentation and process improvements.

Responsibilities & Tasks Include


* Prepare periodic Tax distributions and Tax provision calculations:
* Reconcile accounting records
* Ensure that allocated client reporting is completed and submitted for review on a timely basis;
* Maintain records on the taxation systems;
* Maintain client details and specifics on allocated clients and incorporate these into the tax calculations;
* Liaising with internal teams to obtain information where required;
* Establish a strong working relationship with managers and peers within State Street;
* Develop a sound understanding of all controls and procedures within the group and ensure that they are complied with;
* Coordinate distribution of Tax distributions and Tax provision calculations. Assemble financial statements draft, all supporting documentation and calculations.
* Coordinate the receipt of comments on Tax distributions and Tax provision calculations from external (and internal) parties. Ensure the timely research, resolution and processing of comments.
* Test new applications and distribution templates. Identify and resolve issues as they arise. Suggest process improvements (enhanced automation, etc.)
* Train and assist less experienced staff

Education And Experience
* Bachelor Degree in Business, Finance, Accounting or related field plus 1- 2 years related experience
* Prior Taxation services experience preferred.
* Commenced or willing to undertake CPA or CA or other relevant qualification

Skills/ Knowledge
* Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills
* Excellent PC skills (Microsoft Office, especially Excel and Word)
* Superior attention to detail, time management and organizational skills
* Have mindset to continous improve processes and action on it
* Effective communication skills (oral and written)
* Ability to prioritize multiple responsibilities to meet internal and industry deadlines

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

Job ID: R-777009


Seniority level

* Seniority level

Not Applicable


Employment type

* Employment type

Full-time


Job function

* Job function

Accounting/Auditing and Finance
* Industries

Financial Services, Investment Banking, and Investment Management

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