Senior Fund Tax Oversight Lead — Hybrid

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

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.