As FATCA and CRS / International Tax – Assistant Vice President you will

Oversee the entire FATCA and CRS product, encompassing over 200 clients, gathering

information, lending expertise, and filing to relevant tax authorities

Provide client pitches
Act as an escalation point for all FATCA and CRS related and International Tax issues
Problem solve out of the ordinary situations to agree with clients how to treat specific

investors from a FATCA/CRS perspective

Coordinate with clients to receive their sign off and approval for FATCA/CRS related items
Coordinate with Investor Services/NAV/Fund Accounting to ensure investor data is complete in order to provide accurate reportable suggestions
Work with relevant teams to ensure proper financials are filed for reportable investors
Review the investor data to determine FATCA and CRS reportable suggestions
Lead meetings with clients to discuss client workbook and reporting deliverables
Assist team members to push annual reporting cycle to completion
Act as FATCA/CRS, International Tax SME and speak with clients on a regular basis
Oversee the portfolio of team projects
Provide training to staff
Resolve Tax Portal Issues
MIS reporting
Coordinate with relevant tax authorities to resolve reporting issues for FATCA/CRS and the following European investor Tax jurisdictions for mutual and hedge funds:

Switzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg

Help the team in reviewing monthly KPI, KRI, FTE reporting

What We Value

These skills will help you succeed in this role

Minimum 12 plus years of work experience in US Tax, Global Tax, and FATCA/CRS
Accounting Degree with CPA or EA certification is preferred
Knowledge of FATCA and CRS regulations is must
Experience troubleshooting with Jurisdictional Tax Authorities
Strong problem resolution and analytical abilities
Strong attention to detail, quality and time management skills
Self-sufficient and motivated
Strong client service focus
Excellent communication and administrative skills

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-788771

Fund Services Tax - Assistant Vice President