Operations Tax, Associate 1
State Street · Gdańsk, Poland · 1d ago
About the Role
Join our growing Custody Tax team in Gdańsk and become part of a global organization supporting clients across international financial markets. The team is responsible for processing tax reclaims, supporting relief-at-source opportunities, reviewing tax documentation, and ensuring clients receive the appropriate tax benefits on their investments. This position offers an excellent opportunity for individuals looking to begin or develop a career in financial services, taxation, and asset servicing.
Key Responsibilities
Review and process international tax reclaim applications.
Validate tax documentation, including Certificates of Residence, Powers of Attorney, and other supporting documents.
Perform data analysis and reconciliations using internal systems and Excel.
Research and resolve operational exceptions and discrepancies.
Maintain accurate records and ensure compliance with internal procedures.
Collaborate with internal teams, sub-custodians, and external partners.
Meet daily productivity, quality, and timeliness targets.
Support ongoing process improvement and automation initiatives.
Qualifications
Bachelor's degree or equivalent experience.
Strong analytical and problem-solving skills.
Good attention to detail and ability to work with large volumes of data.
Strong written and verbal communication skills in English.
Good knowledge of Microsoft Excel.
Ability to work effectively both independently and within a team.
Previous experience in financial services, taxation, operations, or asset servicing would be an advantage, but is not required.
What We Offer
Opportunity to gain exposure to international tax and custody operations.
Comprehensive training and development.
Supportive and collaborative team environment.
Flexible working arrangements.
Career progression opportunities within Custody Tax and Asset Servicing.
Exposure to global clients and financial markets.
Premium life insurance package
Employee savings plan
Private medical care (Luxmed)
Please Note: This role requires a minimum of 3 days of working from office
Minimum Salary:
zł60,000 AnnualThe minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.
Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.
In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.
We Offer:
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
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.
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