Fund Services Tax, Senior Associate

il y a 2 semaines

Luxembourg State Street Temps plein

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 4 jours

    Luxembourg State Street Corporation Temps plein

    Fund 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 2 semaines

    Luxembourg State Street Corporation Temps plein

    Fund 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 2 semaines

    Luxembourg State Street 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...

  • Tax Associate Director

    il y a 4 jours

    Luxembourg Axis Temps plein

    A permanent contract in a dynamic environment **Description** Our client recruit an Associate Director - Tax in Luxembourg for a permanent contract. As our Associate Director - Tax, your key functions, under the supervision of more senior team members, will be: - Handle a portfolio of investment projects in various jurisdictions, from the acquisition...

  • Tax Associate Director

    il y a 2 semaines

    Luxembourg, Luxembourg Axis Temps plein

    A permanent contract in a dynamic environmentDescriptionOur client recruit an Associate Director – Tax in Luxembourg for a permanent contract.As our Associate Director - Tax, your key functions, under the supervision of more senior team members, will be:· Handle a portfolio of investment projects in various jurisdictions, from the acquisition phase until...

  • Associate Tax

    il y a 1 semaine

    Luxembourg Stibbe Temps plein

    Stibbe 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 6 jours

    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...

  • Tax Senior Associate

    il y a 2 semaines

    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...

  • Senior Associate, Tax

    il y a 4 jours

    Luxembourg Herbert Smith Freehills Temps plein

    **About Herbert Smith Freehills** As one of the world’s leading law firms, we advise many of the largest and most ambitious organisations across all major regions of the globe. With over 5,000 people, including 3,100 lawyers and over 2,000 business services professionals, operating from our global network of offices across Asia Pacific, Europe, the Middle...

  • Senior Tax Associate

    il y a 1 jour

    Luxembourg Abiomis Temps plein

    **Senior Tax Associate - Accessible Partners, Good Reputation** Today, we are pleased to present you with an opportunity to join a leading European law firm, firmly established in Luxembourg for nearly a decade. Thanks to the excellence of their services and an international network, the firm has earned a strong reputation in the local and cross-border...