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senior associate investment reporting & jobs near sydney, nsw

Fund Services - Taxation Reporting, Senior Associate

State Street -
Sydney NSW

Apply Now

Job Details

Full-time
6 days ago

Benefits

Paid volunteer leave

Qualifications

Microsoft Word
Investment
Microsoft Excel
Management
Microsoft Office
Analysis skills
Bachelor's degree
Financial services
Leadership
Communication skills
Negotiation

Full Job Description

Basic Purpose of Job:

The Taxation Reporting Senior Associate role within Global Delivery is responsible for preparing/reviewing various APAC, EMEA and North America Financial trust distribution and tax provision packages in accordance with established procedures. The role involves interaction with various units locally and overseas. The Senior Associate should possess excellent interpersonal and communication skills and demonstrate the ability to work in a team environment. Accuracy, timeliness and delivery of client service are imperative in this position with increased focus towards quality controls, documentation and process improvements.

Responsibilities & Tasks Include:

Produce or review monthly, quarterly and annual tax reports and related working
Ensure that allocated client reporting is completed and submitted for review on a timely basis
Maintain records on the tax reporting related systems and acting as senior system supporter
Answer and handle complex issues and queries and escalate as needed; acting with a sense of urgency to meet required deliverables
Liaising with internal/external counterparties to obtain information where required
Coach and assist less experienced staff
Identify risk issues, breaches and act in accordance with the 'risk' escalation chain and operating procedures
Acting as escalation point where is applicable
Be accountable for assigned tasks and deadline for self and for the team
Documentation – Be able to review and correct the process documentation such as process flows, Standard Operating procedures (SOPs) and coach the team
Understand the end to end process and be able to seek support to clear out inter process upstream / downstream dependencies, suggest process improvements and be able to seek support to drive projects to create efficiencies / enhance controls
Working together with the tax client service team to effective manage auditor/client query
Understand the client requirements and guide the team towards efficiently managing its deliverables
Conduct performance planning and reviews for direct staff members
Work closely with the Manager and senior management to drive solutions

Job Requirements:

Education and Experience

Post Graduates (CA/CPA/CFA qualified or studying towards) preferably or Bachelor degree with Big 4 or mid-tier accounting firm relevant experience
At least 4+ years of experience in tax or financial services environment environment
Good leadership, negotiation and analytical skills, proven track record of efficiency creation, staff development and people management skills

Skills/ Knowledge

Good understanding of managed investment funds, relevant accounting standards and applicability
Good understanding of financial services and investment products
Detailed oriented individual capable of performing in a high pace environment
Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills
Excellent PC skills (Microsoft Office, especially Excel and Word)
Data & Analysis - Possesses strong attention to detail. Demonstrate good analytical skills in resolving the team issues and facilitates decision making
Have mindset to continuous improve processes and action on it
Strong attention to detail and a focus on service
Strong written and verbal communication skills
Ability to prioritize multiple responsibilities to meet internal and industry deadlines
Strong problem solving skills

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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Refine Your Search

senior associate investment reporting & jobs in sydney, nsw

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Front Office Support – SSIM Portfolio Admin, Senior Associate

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