Registration Tax Reporting - Luxembourg - State Street Corporation

State Street Corporation
State Street Corporation
Entreprise vérifiée
Luxembourg

il y a 1 semaine

Jean Schmitz

Posté par:

Jean Schmitz

Recruteur de beBee


Description
State Street Corporation LuxembourgPosted 1 day ago Permanent Competitive

  • Registration Tax reporting (FATCA/CRS) Analyst, Senior Associate

INTERNATIONAL FINANCIAL DATA SERVICES (IFDS)


IFDS, established in 2007, is a market leader in Transfer Agency Services committed to providing high quality services and technology to our clients, with European offices in Dublin and Luxembourg.

IFDSL is owned equally by SS&C Technologies Holdings, Inc. and State Street Bank Corporation.

  • IFDSL services and supports a diverse range of products across multiple fund domicile on behalf global Asset Managers. Our unique set up provides the expertise, scale, technology and strategic support and partnership to our clients. We are deeply involved, with the support of our Shareholders, in the evolution of our Industry, towards more Innovation and Digital transformation.
  • IFDS Luxembourg currently services a total of €1,100 billion AUM for some of the most sophisticated and demanding asset managers in the industry. Our footprint in Luxembourg is about 320 people and we have more than 700 people globally supporting our Luxembourg businesses.
  • Our Mission and Values:
  • Our mission is to 'build great experiences for our clients, their customers and our employees'.
  • This is achieved through our values of 'PACE & L' : Professional, Accountable, Client Focused, Excellence and Leadership.
  • Registration Tax reporting (FATCA/CRS) Analyst, Senior Associate
  • Permanent Contract
    Your Role
We are looking for a Registration Tax reporting Analyst, Senior Associate, to join our team.

You will be responsible for the organization and execution before submission to the tax authorities of FATCA, CRS, 1099 regulatory reports.


  • The role also involves the provision of timely and accurate information to Clients and Management on FATCA/CRS and regulatory reporting as well as support to the Registration team on any investor tax related matter.
    Your Team
You'll be working within the Registration department and directly reporting into your Tax team Manager.
Your Responsibilities

  • Completion of FATCA and CRS returns including generating test files, liaising with operational teams to rectify error messages, managing Client interactions and submitting the final returns to the Tax Authority(ies)
  • Annual completion of the Regulatory filing to the applicable Tax Authorities for investment funds
  • Oversight of the outsourced functions
  • Quality check and validation of monthly investors' FATCA/CRS related reporting before sending to clients
  • Act as the first escalation point for any investor FATCA/CRS related matter
  • Build strong working relationships with management and staff across all functions to achieve regulatory and reporting objectives
  • Engage in projects within your team and the Registration department including, but not limited to, new tax or regulatory changes, client onboarding, system testing, etc.
  • Initiate problem recovery, correction strategies, procedural and process enhancements; prevent/reduce error reoccurrences; ensure changes/checklists/job aids/working procedures are up to date
  • Focus on developing reports not linked to customer requirements which will add value to the business.
  • Acting as a mentor to junior staff and provide coaching under the supervision of the Manager

Your Profile
years' experience in the Financial Services industry

  • Procedural, technical and product knowledge of the Transfer Agency business
  • A solid understanding of the fund administration process
  • Experience with FATCA /CRS
  • Knowledge about shareholder administration and/or AML / KYC is a strong asset
  • Experience in quality check and projects
  • Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook...)
  • Ability to work calmly under pressure while maintaining high accuracy, attention to detail and analytical and process thinking skills in order to meet tight deadlines
  • Team oriented personality and strong client focus


  • Excellent communication skills

  • Fluent in English (written & oral)
  • Other European Languages (French, German, Spanish and/or Dutch) considered as an advantage
  • Job ID R736411

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