Fund Services Tax, Senior Associate
Il y a 7 mois
State Street Bank International GmbH, Luxembourg Branch
Position Title: Tax Manager (Senior Associate)
Department : Investment Tax Services
GENERAL
We are looking for a tax manager (“TM”) to manage multiple operations of the custody tax area and to deliver quality tax services.
The TM is also responsible for funds’ tax certifications, documentation requirements for reduction at source, reclaims process and all queries related to taxes for our clients.
The TM management is an integral part of the delivery of quality service in order to minimise the exposure to the bank due to tax matters.
Position role
- Deliver a full range of tax services in compliance with laws and regulations within timeframe
- Interact with clients to provide tax services
- Assist client group services in problem solving on tax matters and liaise with Boston tax services if required.
- Identify and mitigate tax risks
- Participate to projects (new products, conversions, new clients take on, new regulations )
- Prepare all tax papers in regular basis and handle all information data requests
- Work on tax audits
- Improve processes by developing or implementing best practices
TEAM ACTIVITIES
- Prepare Fund Documents
- Prepare documents for reduction at source and liaise with the local tax authorities, subscustodians and with the clients.
- Tax Reclaims Filing, Follow-up and Reconciliation
- File all tax reclaims according to the standard procedure.
- Monitor and control the open tax reclaims through all the stages Process the tax reclaims forms and collect all the necessary signatures (either POA in place, clients or Luxembourg tax authorities to sign)
- Tax tables
- Identify the impacts for the funds further to a market change.
- Respond to any queries from the client service teams, custody teams and clients.
Audit
- Provide information as required by the client group services and auditors.
QUALIFICATIONS
- Good client service along with the ability to develop good client relationships
- Knowledge of tax matters relating to fund administration
- Analytical skills with detail orientation. Demonstrate the ability to analyse a problem and obtain and evaluate information to reach sound conclusions.
- Good communications skills with Fund Administration, other Departments and clients.
- Good organisational skills in order to meet deadlines and to keep well-documented records.
Working Experience & technical knowledge
- Understanding of tax requirements per investment market.
- Minimum of 2 years in a tax environment and fund industry.
- Good knowledge of Luxembourg investment fund legal structures
- Good knowledge about Luxembourg regulations
PC Skills
Microsoft Office (Excel, Word), Outlook, Access data base would be an advantage
Language Skills
- Good level of written and oral English
- French, German and/or Luxemburgish is an advantage
-
Fund Services Tax, Senior Associate
Il y a 6 mois
Luxembourg State Street Corporation Temps pleinFund Services Tax, Senior Associate **State Street Bank International GmbH, Luxembourg Branch** **JOB DESCRIPTION** **Position Title: Tax Manager (Senior Associate)** **Department : Investment Tax Services** **GENERAL ** We are looking for a tax manager ("TM") to manage multiple operations of the custody tax area and to deliver quality tax services. The...
-
Fund Services Tax, Senior Associate
Il y a 7 mois
Luxembourg State Street Corporation Temps pleinFund Services Tax, Senior Associate **Who we are looking for** The Fund Tax Manager will act in several areas around shareholder taxation reporting, with a focus on controlling the on-going Investor Tax and Fund Tax figures. He follows up on all tax changes and actively interfere with operations, clients and other SSB offices Join us if making your mark in...
-
Fund Services Tax, Senior Associate
Il y a 6 mois
Luxembourg State Street Corporation Temps plein**Who we are looking for** The Fund Tax Manager will act in several areas around shareholder taxation reporting, with a focus on controlling the on-going Investor Tax and Fund Tax figures. He follows up on all tax changes and actively interfere with operations, clients and other SSB offices Join us if making your mark in the financial services industry from...
-
Fund Services Tax, Senior Associate
Il y a 7 mois
Luxembourg State Street Temps pleinWho we are looking for The Fund Tax Manager will act in several areas around shareholder taxation reporting, with a focus on controlling the on-going Investor Tax and Fund Tax figures. He follows up on all tax changes and actively interfere with operations, clients and other SSB offices Join us if making your mark in the financial services industry from...
-
Associate Tax
Il y a 2 mois
Luxembourg Stibbe Temps pleinStibbe is a full service business law firm with national and international clients. We offer legal services in different areas of law, combining specialism and pragmatism. We are an independent, leading Benelux law firm and have global exposure through our offices in Brussels, Luxembourg, Amsterdam and London.Stibbe’s Luxembourg office, located in the...
-
Luxembourg Tax Associate
Il y a 8 mois
Luxembourg Select Luxembourg Temps plein**Organisation and department description** Located in Amsterdam and Luxembourg, this law firm skillfully combines the sophistication of a large firm with the flexibility of a boutique, focusing on the alternative asset class. Specialties include fund formation, primary and secondary investments, regulatory matters, M&A transactions, and tax...
-
Senior Fund Associate
il y a 4 semaines
Luxembourg City BG FUND MANAGEMENT LUXEMBOURG S.A. Temps pleinAbout the RoleAs a Senior Fund Associate at BG FUND MANAGEMENT LUXEMBOURG S.A., you will play a key role in the Marketing and Product Management Department. Reporting directly to the Head of Department, this position offers an exciting opportunity to work on a variety of tasks related to fund management, marketing, and business development.
-
Senior Fund Associate
Il y a 2 mois
Luxembourg City BG FUND MANAGEMENT LUXEMBOURG S.A. Temps pleinBG FUND MANAGEMENT LUXEMBOURG S.A. is a Management Company of UCITS funds and an Authorized Alternative Investment Fund Manager (“AIFM”) domiciled in Luxembourg which focuses on the Banca Generali Group's mark-to-market asset management, offering a complete range of investment solutions. In doing so, BG FUND MANAGEMENT LUXEMBOURG S.A. benefits from the...
-
Tax Senior Associate
Il y a 7 mois
Luxembourg Ashurst LLP Temps plein**About Ashurst** Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. Our in-depth understanding of our clients and commitment to providing excellent...
-
Junior Tax Associate Luxembourg
Il y a 6 mois
Luxembourg Stibbe Temps pleinStibbe is a full service business law firm with national and international clients. We offer legal services in different areas of law, combining specialism and pragmatism. We are an independent, leading Benelux law firm and have global exposure through our offices in Brussels, Luxembourg, Amsterdam and London.Stibbe’s Luxembourg office, located in the...
-
Tax Associate
Il y a 3 mois
Luxembourg Source Up Temps pleinYou will be working in an international company based in Luxembourg with side offices in various European locations. Recognized as a professional and reliable firm in its sector, they offer innovative solutions solutions and empower their employees to grow their expertise. Our client fosters a culture of connection, proactivity and autonomy. **About the...
-
Auditor / Accountant / Tax Specialist / Fund
Il y a 2 mois
Luxembourg Moovijob Week Journée spéciale Banque Assurance Services financiers Temps plein**Auditor / Accountant / Tax Specialist / Fund administrator (M/F) - Internship/Permanent contract**: We are currently looking for Finance, Audit, Accounting professionals with a strong interest in investment banking, investment funds, consulting or accounting firms, compliance and tax... **Profile**: - Knowledge in IFRS, Lux GAAP, ISA, Luxembourg tax law,...
-
Fund Management Associate Specialist
il y a 2 semaines
Luxembourg City BG FUND MANAGEMENT LUXEMBOURG S.A. Temps pleinBG Fund Management Luxembourg S.A., a Management Company of UCITS funds and Authorized Alternative Investment Fund Manager, seeks a skilled professional to join its team. With a focus on asset management and investment solutions, the company benefits from the expertise of the Banca Generali Group.As a Senior Fund Associate, you will coordinate periodic and...
-
Fund Accounting Associate
il y a 2 semaines
Luxembourg CSC (Corporation Service Company) Temps plein**Fund Accounting Associate** **Funds Services** **CSC, Luxembourg** **Full Time, Hybrid** **Your mission**: - Preparing Luxembourg statutory reporting and VAT and tax returns. - Solving problems proactively using technical expertise and common-sense. - Responsible for regulatory filings (BCL/ CSSF) - Review bank payments in various banking platforms...
-
Fund Legal
Il y a 2 mois
Luxembourg CSC (Corporation Service Company) Temps pleinFund Legal & Corporate Services Senior Associate Funds Solutions, CSC, Luxembourg Full Time, Hybrid **Some of the things you’ll be doing**: - Working directly with our clients, analyzing and interpreting documents, regulations and procedures, including but not limited to: - Day-to-day legal and administration tasks for funds - Review of, and drafting...
-
Ais Fund Accounting
Il y a 7 mois
Luxembourg State Street Corporation Temps pleinAIS Fund Accounting - PERE Funds, Senior Associate **Who we are looking for** The role of the Senior Associate is to ensure the compliance with accounting operating policies, procedures and guidelines and the timely production of accurate Net Asset Valuations (NAV). In addition the Senior Associate will participate to the team development, and will ensure...
-
Senior Manager
Il y a 6 mois
Luxembourg Arendt Investor Services Temps plein**Senior Manager - Tax Compliance (Direct Tax)**: Arendt Investor Services, which is the investor services' arm of Arendt, the largest law firm in Luxembourg, is regulated by the Luxembourg supervisory authority (CSSF - Commission de Surveillance du Secteur Financier) and operates under the status of Professional of Financial Sector (“PSF”). Arendt...
-
Tax and Regulatory Operations Senior Associate
Il y a 6 mois
Luxembourg JPMorgan Chase & Co Temps plein**JOB DESCRIPTION** JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank...
-
Sr. Associate- Fund Accounting
Il y a 6 mois
Luxembourg CSC (Corporation Service Company) Temps pleinAs Senior Associate Accounting, you play a critical role in the success of our business. **Some of the things you’ll be doing**: Your typical day will see you working on a wide range of diverse and varied projects, including: - Developing balance sheets, profit-and-loss accounts and annual reports - Executing and maintaining financial administration for...
-
Fund Accounting, Senior Associate
il y a 1 mois
Luxembourg State Street Temps pleinWho we are looking for As Senior Associate in Luxembourg Fund Accounting Team, you will be responsible for oversight of NAV Production and be facing client for the design and implementation of new processes. You will also be gatekeeper for any client queries related to Fund Accounting and coordinate regulatory report for Nav incident. This position...