Who we are looking for International Financial Data Services (IFDS) is a joint venture between Boston-based State Street Corporation, a world leader in financial services providing investment servicing, investment management, trading services and investment research, and DST Systems, Inc., a Kansas City-based leading provider of shareholder accounting services and proprietary systems. International Financial Data Services (IFDS) is a global market leader committed to providing high quality systems and services to our clients. The IFDS family is made up of more than 5,500 world-class employees, located in our offices in Canada, Ireland, Luxembourg, Thailand and the United Kingdom.
Why this role is important to us The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC. 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
Working within the Registration Tax Team will have responsibility for the timely and accurate completion of FATCA and CRS returns including generating test files, liaising with operational teams to rectify error messages, managing Client interactions and assisting in submitting the final returns to the Tax Authority(ies).
Assist in the annual completion of the Regulatory filing to the applicable Tax Authorities for investment funds.
Quality check and validation of monthly investors' tax related reporting before sending to clients
Build strong working relationships with management and staff across all functions to achieve regulatory and reporting objectives
Actively contribute to Registration-wide initiatives and focus groups.
Engage in projects within your team and the Registration department including, but not limited to, new tax or regulatory changes, client on-boarding, system testing, etc.
Create detailed documentation outlining report criteria and provide recommendations to the requestor based on the results of the report.
Provide reporting support to any project/project team as necessary.
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.
What we value
Manages risk within their individual role by following set procedures and understands that the impact of such risk may include financial and reputational damage to team.
Demonstrates integrity in making decisions within the framework of their role.
The role will lead by example for newer members of the team. For those with more experience in the role, this might include some work shadowing to help train those who are new to the role.
Demonstrates commitment to IFDS Group Values.
Demonstrates commitment to the ACE scheme where relevant.
Encourages immediate colleagues to a high level of performance to meet immediate team objectives/targets.
Understands that their work may impact on the work of other team members and ensures tasks are completed to a high quality and in a timely manner.
Effective communication skills will be required with the ability to exchange information on a regular basis.
May provide on-the-job training/support to new team members.
Has a good understanding of work routines and procedures in own job.
Delivers against goals and targets set by team manager, acting within well-defined procedures.
Able to implement changes to the way tasks are completed, as guided by team manager and defined within procedures and processes.
Good understanding of own goals/targets and processes/procedures which impact on own role. Has ability to suggest improvements to these processes/procedures
Education & Preferred Qualifications
1-3 years' experience in the Financial Services industry.
Procedural, technical and product knowledge of the TA business.
Experience in identifying, investigating and resolving issues through a problem solving approach.
Must possess strong interpersonal, organisational & multi-tasking skills.
Strong analytical, interpersonal, time management, research and communications (verbal and written) skills.
Experience working on projects.
Broad understanding of the wider funds industry, e.g. fund accounting, custody etc.
Fluent in English with strong language skills as clear preference
Additional languages (e.g. German, French, Luxembourgish, Italian and/or Spanish) are considered assets.
Premium life insurance package;
Employee savings plan;
VIP medical package;
International operating environment
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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