Life Tax Officer, Officer

State Street Corporation
London, United Kingdom
29 Jul 2022
28 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for:
We have an opportunity for a Life Tax Officer to join the London Life Tax team. That Officer will work with other members of the Life Tax team, will oversight Life Tax client deliverables and have regular communication with clients.

Why this role is important to us:
The team you will be joining is a part of State Street Global Delivery (GD). GD gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, GD's tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for:
As a Life Tax Officer you will:
  • Ensure that all Life Tax tasks are completed in line with the service level agreements and all procedures have been followed
  • Take responsibility for the quality of service to assigned clients
  • Identify issues and problems in service delivery and take remedial action, keeping the Taxation Manager informed
  • Ensure effective logging and resolution of enquiries and liaise with appropriate parties to resolve/escalate issues within agreed timescales. Ensure relevant parties are kept appraised of issues if they interfere with service quality
  • Be responsible for organising and attending Service Reviews and ad hoc client meetings whether face to face or by conference call. Ensure any queries raised as a result of the meetings or adhoc queries are answered per agreed timescales
  • Monitor and evaluate the continuing effectiveness of processes, systems and procedures initiating remedial action as necessary
  • Actively monitoring and managing the relationship with the teams that the Life Tax Team performs oversight for. Attending regular meetings and updating action and error logs where necessary.
  • Plan and manage all relevant project work, and assist in development of new products
  • Develop and maintain good relationships with relevant colleagues and contacts in client organisations
  • Act as a source of technical expertise on State Street systems.
  • Provide training on systems for clients and staff as necessary.
  • Provide regular formal and informal briefings on company, department and team issues
  • Set and maintain standards of personal and professional performance/behaviour, ensuring adherence to company policies and procedures
  • Manage own time and activities effectively setting an example through good housekeeping and time management
  • Promote and implement training and development activities plus oversee where relevant the appraisal process for individuals and the teams
  • Take responsibility for personal development and training. Keep up to date with tax legislative and regulatory tax changes affecting the business

What we value:
These skills will help you succeed in this role:
  • Experience of working in life fund taxation/fund administration/fund accounting or a similar environment
  • MCH/Equity-e knowledge preferred
  • Excellent communication skills, detail oriented and focus on accuracy, problem solving skills, ability to multi-task and ability to work under pressure and to multiple deadlines

Education & Preferred Qualifications:
  • Relevant degree from University or equivalent /relevant market experience
  • Strong PC skills - Word, Excel, PowerPoint, Tax packages

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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.

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