Job Description
Custody Tax, Senior Associate, Poland
Job Description
Who we are looking for
A self-starter and a strong team player who is analytical and a great communicator, to help drive Custody Tax Services vision and strategic priorities as well as various programs and projects. You will build a deep understanding of each function’s business model, and play a key role in driving strategic horizonal initiatives, and deliver on strategic goals.
What you will be responsible for
As part of the Custody Tax Services team, you will support deliverables that enable effective business management and help minimize operational risk.
As a Senior Associate on the team you will:
• Develop strong understanding of Custody Tax Operations (RAS and Reclaims areas)
• Support data analysis and prepare regular reporting for senior stakeholders
• Collaborate with business teams to gather and consolidate information for reporting and analytics
• Deliver ad hoc (“quick hit”) requests and support strategic initiatives
• Identify operational issues and contribute to implementing improvements
• Support internal and external audits related to tax documentation
• Ensure procedures and controls are followed; highlight gaps and suggest enhancements
• Provide timely support in resolving inquiries, breaks, or rejections
• Contribute to efficiency initiatives and automation efforts
• Stay informed on relevant tax regulatory changes and support impact assessments
• Build strong working relationships with internal stakeholders
• Support onboarding and knowledge sharing within the team
What we value
These skills will help you succeed in this role:
• Strong work-ethic with ability to prioritize and manage multiple tasks in a fast-paced environment
• Clear communication skills (written and verbal)
• Strong analytical and problem-solving skills
• Attention to detail and results-oriented mindset
• Solid reporting and data analysis capabilities
• Ability to work independently and collaboratively
• Advanced proficiency in Microsoft Excel and PowerPoint
• Ability to troubleshoot and resolve issues effectively
• Strong interpersonal skills to build relationships
Education & Preferred Qualifications
• 3–5 years of financial services experience
• Advanced proficiency in Microsoft Excel and PowerPoint
• Knowledge of Relief at Source and Tax Reclaims processes/regulations (preferred)
Work organization requirement:
Hybrid work model with 3 days of office work per week
Minimum Salary:
zł87,000 AnnualThe 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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