Senior Fund Tax Oversight Manager, State Street Investment Management, Assistance Vice President

Who we are looking for State Street Investment Management is the fourth largest asset management firm globally. Global Funds Management is responsible for all treasury, fund administration, and reporting for our registered and unregistered funds globally. This includes valuation, board liaison and reporting, financial and regulatory reporting, taxation, expense accruals, service provider oversight, new product implementations and change management. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Currently, 3 days/week are required to work in the office. Why this role is important to us: The Team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. The strategic objective of this role is to provide subject matter expertise and oversight for global fund tax operations, ensuring tax-efficient investment structures, effective management of withholding tax obligations and recovery opportunities, and compliance with evolving regulatory requirements across jurisdictions where SSIM products operate and invest. The AVP will act as a key partner to internal stakeholders, custodians, advisors, and tax authorities, driving process enhancements, identifying risks, and supporting the continued development of the firm's tax operating model. We are seeking an experienced professional with a strong custody, fund tax, or tax advisory background who can provide leadership within the team, independently manage complex tax matters, and contribute to the strategic direction of tax processes supporting SSIM products. What you will be responsible for: Lead the oversight of tax documentation processes with custodians and counterparties to ensure SSIM funds obtain and maintain access to preferential treaty benefits and reduced withholding tax rates across EMEA and North American markets. Drive the preparation, review, and governance of tax documentation required to support tax-efficient investment operations, ensuring completeness, accuracy, and timely renewals. Oversee foreign withholding tax recovery activities, including the identification of reclaim opportunities, coordination with custodians and external service providers, monitoring of claims, and resolution of complex issues. Perform analysis of custodian reports, tax metrics, and market developments to assess tax efficiency, identify optimisation opportunities, and mitigate potential tax leakage. Monitor and interpret legislative, regulatory, and market practice developments impacting fund tax operations, assess business implications, and provide clear guidance and recommendations to stakeholders. Act as a key escalation point for complex relief-at-source and tax reclaim matters, driving issue resolution and ensuring appropriate risk management and stakeholder communication. Lead European Court of Justice reclaims with external tax advisor for EMEA and North American funds. Identify opportunities for process standardisation, automation, and control enhancements to improve efficiency, scalability, and operational resilience. What we value: Ability to work in a rapidly growing fast paced environment and manage multiple competing priorities with deadlines Excellent communication skills in English required - both verbal and written Detail oriented and very well-organized Confirmed ability to work independently and to effectively handle challenging priorities Collaboration and flexible team player Proficiency in Excel and MS Office products Education & Preferred Qualifications: Typically 8+ years of tax experience Graduate and above preferably in Finance, Business or Accounting Proven knowledge around relief at source and reclaim processes for various investment products This role requires 3 days of weekly office presence. About State Street Investment Management What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care. Our Mission. At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs 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 perspectives 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 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 programs 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. Company: State Street Investment Management Minimum Salary: ​ zł182 004 Annual The 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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