Fund Tax Oversight Manager

State Street; Kraków; Hybrid; PLN 119,000 - 145,000; Full time

Job summary

State Street is seeking a tax-focused professional in Kraków to support global funds functionality and tax withholding processes. The role blends office and home-based work, with three days in the office weekly.

You will oversee tax documentation, reclaim filings, and regulatory changes, ensuring compliance across EMEA, North America, and Canada. Strong English and finance/accounting background are essential.

Qualifications

• Typically 5+ years of tax experience.
• Graduate and above preferably in Finance, Business or Accounting.
• Proven knowledge around relief at source and reclaim processes for various investment products.

Responsibilities

• Ensure appropriate tax documentation is in place with the custodians to avail preferential tax rates for EMEA and North American funds.
• Create and update documentation as required to avail preferential tax rates for EMEA and North American funds.
• Provide support for filing of foreign tax reclaims with foreign authorities and payment of such reclaims.
• Regularly review Custodians' portals and reports to monitor tax efficiency for EMEA and North American products.
• Proactively monitor legislative, regulatory, and/or administrative changes and effectively communicate the changes to all members of the team.
• Assists in the tax compliance oversight processes for the Canadian Pooled Funds (i.e., T3 returns, T3 slips, HST returns, final distributions).
• Assists in FATCA/CRS compliance oversight processes for SSIM investment products and corporate entities.
• Answer and handle relief at source/reclaim related queries and elevate as needed.

Skills

Tax advisory

Relief at source

Tax compliance

English communication

Education

Graduate and above in Finance/Business/Accounting

5+ years tax experience

Job description

Who We Are Looking For

State Street Investment Management is the fourth largest asset management firm globally. Global Funds Management is responsible for all treasury, fund administration, and reporting for our registered and unregistered funds globally. This includes valuation, board liaison and reporting, financial and regulatory reporting, taxation, expense accruals, service provider oversight, new product implementations and change management.

Who We Are Looking For

State Street Investment Management is the fourth largest asset management firm globally. Global Funds Management is responsible for all treasury, fund administration, and reporting for our registered and unregistered funds globally. This includes valuation, board liaison and reporting, financial and regulatory reporting, taxation, expense accruals, service provider oversight, new product implementations and change management. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Currently, 3 days/week are required to work in the office.

Why This Role Is Important To Us

The Team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Global Funds Management provides a centralized oversight program for various IM products and services by implementing, managing and/or overseeing the administration, tax, treasury, fund governance and regulatory reporting requirements for IM funds. The strategic objective of the role is to ensure appropriate tax withholding, refunds are executed upon in a timely manner, reporting is undertaken where required, and is done so within the regulatory framework of the tax jurisdictions of operation and investment for SSGA products. We are looking for someone with custody and/or tax advisory background who can help the team and support tax processes for SSGA products.

What You Will Be Responsible For

• Ensure appropriate tax documentation is in place with the custodians to avail preferential tax rates for EMEA and North American funds.
• Create and update documentation as required to avail preferential tax rates for EMEA and North American funds.
• Provide support for filing of foreign tax reclaims with foreign authorities and payment of such reclaims.
• Regularly review Custodians' portals and reports to monitor tax efficiency for EMEA and North American products.
• Proactively monitor legislative, regulatory, and/or administrative changes and effectively communicate the changes to all members of the team.
• Assists in the tax compliance oversight processes for the Canadian Pooled Funds (i.e., T3 returns, T3 slips, HST returns, final distributions).
• Assists in FATCA/CRS compliance oversight processes for SSIM investment products and corporate entities.
• Answer and handle relief at source/reclaim related queries and elevate as needed.

What We Value

• Ability to work in a rapidly growing fast paced environment and manage multiple competing priorities with deadlines
• Excellent communication skills in English required - both verbal and written
• Detail oriented and very well-organized
• Collaboration and flexible team player
• Proficiency in Excel and MS Office products

Education & Preferred Qualifications

• Typically 5+ years of tax experience
• Graduate and above preferably in Finance, Business or Accounting
• Proven knowledge around relief at source and reclaim processes for various investment products

Minimum Salary

zł132 000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

We Offer

• Permanent contract from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold Medical Package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job ID: R-794541