Fund Tax Oversight Manager
Core
Ensure appropriate tax withholding, refunds, and reporting for State Street Global Funds products across EMEA and North American jurisdictions.
Role type
Fund Tax Oversight Manager
Builds
Tax compliance and efficiency for institutional investment funds
Domain
Asset Management / Tax Compliance
Required skills
Tax compliance, Relief at source processes, Foreign tax reclaims, FATCA/CRS compliance, Regulatory monitoring, Financial reporting
Preferred skills
Custody background, Knowledge of EMEA/NA tax jurisdictions, Excel proficiency
Responsibilities
Ensure tax documentation with custodians for preferential rates, Create/update tax documentation, Support filing of foreign tax reclaims, Monitor custodian portals for tax efficiency, Monitor legislative/regulatory changes, Assist in Canadian Pooled Funds tax compliance (T3 returns, HST), Assist in FATCA/CRS compliance oversight, Handle relief at source/reclaim queries
Seniority
Mid-Senior, hands-on IC