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Custody Tax - Tax Reclaim, Senior Associate

State Street

QuincyFull TimeMid$52k – $84.8k/yr
Sign in to applyVerified 2h ago
Location
Quincy
Employment
Full Time
Work model
On-Site
Level
Mid
Salary
$52k – $84.8k/yr
Posted
Sep 10, 2026

About this role

Who we are looking for: State Street's Tax Services team is seeking a skilled and dedicated professional to join the Tax Reclaim Exception Resolution team. This role partners with various Custody Tax, Operations, and support teams to research, analyze, and resolve tax reclaim reconciliation exceptions across markets and clients. The position is responsible for supporting operational activities throughout the tax reclaim lifecycle, identifying root causes of variances, coordinating resolution efforts with internal stakeholders and driving process and control improvements to enhance accuracy and efficiency. The role will also support the preparation and analysis of management reporting, including exception metrics, trends, operational risk indicators and progress against resolution objectives. Team working.   Responsibilities:   • Develop and maintain effective working relationships and communications with internal teams both in Tax, as well as in other State Street departments • Ensure that appropriate management information is produced at appropriate intervals. •  Participate in division wide working groups, tasks forces and projects as assigned. Operational Risk and Control Responsibilities • Ensure that all procedures are regularly reviewed and kept up to date. • Ensure any procedure gaps are addressed through the implementation of appropriate procedures and controls.  • Identify and recommend process improvements in order to improve efficiency through the removal of redundant or non-value-added tasks. Client Service Responsibilities • Ensure we deliver excellent client service. • Work as a member of a global team – provide status, communicate issues, share ideas, and follow process for analysis, development, and support protocols. • Strong communication and inter-personal skills essential Education & Preferred Qualifications • Bachelor's Degree • An understanding of the financial services industry • Strong business sense and awareness of the key issues/risks within an income or tax operations environment • MS Office Proficient. ( Excel, Word, PowerPoint, Teams) What we value These skills will help you succeed in this role •  Excellent Communication Skills with ability to effectively collaborate across global teams and functions. • Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work.   • Ability to proactively identify potential issues and drive resolution. • Strong business sense and awareness of the key issues/risks within an income or tax operations environment • Required in office role, with at least 4 days a week in the office Salary Range: $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home . 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

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Custody Tax - Tax Reclaim, Senior Associate at State Street, Quincy | Yoinka