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Tax Associate 2

State Street

State Street is a leading provider of financial services to institutional investors around the world.

Who we are looking for

We are looking for a candidate that has a bachelor’s degree, and preferably has some financial services experience.The role is a position in Quincy, MA, USA. Candidate should be energetic, optimistic, adaptable to change, as well as able to work within a team setting, and be able to effectively communicate both verbally and in written form.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS 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, SSGS’ 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

  • Process income with proper tax withholding.
  • Review US income and tax withholding on a daily, monthly, and/or yearly basis.
  • Validate and input US tax documentation for non-US clients.
  • Preparation/Analysis / Review of year-end book/tax adjustments.
  • Ensure business standards and client deadlines are met on a consistent basis
  • Escalate client issues where necessary

What we value

These skills will help you succeed in this role

  • Problem-solving
  • Adaptability
  • Optimism, willing to work within a team
  • Effective communication skills
  • Effective word, excel.

Education & Preferred Qualifications

  • Bachelor degree
  • Some financial services experience preferred

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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.

Discover more at StateStreet.com/careers

COVID-19 Protocols: Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.

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Tax Associate 2

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Contact us

State Street

State Street is a leading provider of financial services to institutional investors around the world.

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