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Fund Services Tax Specialist – Senior Associate
State Street. Provide investment tax and investment law support for retail and special funds, including coordination with clients and the timely processing of distributions, retained earnings, and unit redemptions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment tax and investment law, with a strong focus on investment fund taxation and compliance. Proficient in process optimization, automation, and data analysis to enhance operational efficiency and support audits.
Highest-signal resume keywords
Investment Fund TaxationProcess AutomationData AnalysisAudit SupportFluent German and English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment Tax SupportFinancial Statement PreparationProcess OptimizationControls ImplementationInvestment Law Analysis
Soft Skills
CollaborationCommunicationSubject-Matter Support
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft AccessSimCorpFlexTax
Industry Keywords
Asset ManagementFund AdministrationBankingTax AdvisoryAuditing
About the role
Key responsibilities & impact- Provide investment tax and investment law support for retail and special funds, including coordination with clients and the timely processing of distributions, retained earnings, and unit redemptions.
- Analyze and assess investment tax and investment law matters relating to investment funds.
- Prepare components of the annual financial statements, particularly reports on changes in the fund’s net assets, income and expense statements, and the appropriation of income.
- Support the implementation and execution of controls for the technical review of external tax service providers.
- Act as the central point of contact for auditors, tax advisers, custodians, asset management companies, and internal specialist departments.
- Coordinate and support internal and external audits.
- Analyze, optimize, and further develop processes, controls, and workflows, including opportunities for automation.
- Contribute to cross-functional projects and system implementations or system enhancements.
- Capture business requirements, conduct testing, and support the implementation of new processes and applications.
- Ensure high data quality and prepare technical analyses and reports.
- Provide subject-matter support to colleagues and stakeholders.
- Coordinate and ensure compliance with client, tax authority, and regulatory deadlines.
- Prepare and update process descriptions and internal documentation.
Requirements
What you’ll need- Degree in business administration, economics, or a related field, or comparable banking training combined with relevant professional experience.
- Professional experience in asset management, fund administration, banking, tax advisory, or auditing, with a focus on investment fund taxation or investment law.
- Experience coordinating end-to-end processes in collaboration with internal specialist departments and external service providers.
- Extensive knowledge of investment funds, capital market instruments, and investment fund taxation at both fund and investor level.
- Experience supporting audits and projects and performing controls.
- Advanced Microsoft Office skills, particularly in Excel, Word, Outlook, and Access.
- Experience with SimCorp, FlexTax, or comparable applications is an advantage.
- Demonstrated contribution to the standardization, automation, or digitalization of tax-related or control-related processes.
- Strong affinity for IT and experience in process digitalization and automation, as well as using data analysis and reporting tools and modern technologies, including AI-powered applications.
- Fluent written and spoken German and English.
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks