State Street
Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Invest
State Street, Boston, Massachusetts, us, 02298
Fiduciary Tax Manager - Charitable Asset Management, VP II
State Street Investment Management – State Street Global Advisors
Join to apply for the
Fiduciary Tax Manager – Charitable Asset Management, VP II
role at
State Street
Overview For 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over 200 nonprofit clients. Our work enables charitable planned giving programs to thrive while providing donors a way to support a mission, receive an income, and ensure a philanthropic legacy.
Duties And Responsibilities
Develop and maintain strong client relationships while delivering high quality, accurate and timely service.
Mentor, supervise, and train staff.
Evaluate overall team performance and execute performance management processes.
Supervise tax engagements and assist in providing tax planning, consulting, and compliance services.
Review income tax returns prepared by staff and make recommendations on return preparation regarding accuracy and timeliness.
Analyze trusts and other documents to determine tax return filing requirements of accounts.
Participate and actively contribute to new business development activities.
Effectively and appropriately respond to questions and inquiries from team members, clients and the IRS.
Keep clients informed of tax regulation developments and other relevant facts that affect their business.
Requirements And Qualifications
Conduct independent research on planned giving-related tax topics, prevailing tax regulations, and generate value‑added ideas to clients and to the team.
Show strong leadership and mentoring capabilities.
Bachelor’s Degree in accounting or business administration.
CPA or Enrolled Agent preferred.
7 to 10 years of direct fiduciary tax experience with an emphasis on charitable remainder trusts and exempt organizations.
Excellent written and verbal communication skills.
Work both independently and as part of a team with professionals at all levels.
Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, and Global Plus.
Salary Range $115,000 - $190,000 Annual
Benefits State Street offers a comprehensive benefits program including 401(k) with company match, medical, dental, vision, long‑term disability, paid time off, employee assistance program, incentive compensation, and tax‑advantaged savings plans.
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 foster an environment where every employee feels valued and empowered.
Equal Opportunity Employer 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.
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID R-779140
#J-18808-Ljbffr
Join to apply for the
Fiduciary Tax Manager – Charitable Asset Management, VP II
role at
State Street
Overview For 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over 200 nonprofit clients. Our work enables charitable planned giving programs to thrive while providing donors a way to support a mission, receive an income, and ensure a philanthropic legacy.
Duties And Responsibilities
Develop and maintain strong client relationships while delivering high quality, accurate and timely service.
Mentor, supervise, and train staff.
Evaluate overall team performance and execute performance management processes.
Supervise tax engagements and assist in providing tax planning, consulting, and compliance services.
Review income tax returns prepared by staff and make recommendations on return preparation regarding accuracy and timeliness.
Analyze trusts and other documents to determine tax return filing requirements of accounts.
Participate and actively contribute to new business development activities.
Effectively and appropriately respond to questions and inquiries from team members, clients and the IRS.
Keep clients informed of tax regulation developments and other relevant facts that affect their business.
Requirements And Qualifications
Conduct independent research on planned giving-related tax topics, prevailing tax regulations, and generate value‑added ideas to clients and to the team.
Show strong leadership and mentoring capabilities.
Bachelor’s Degree in accounting or business administration.
CPA or Enrolled Agent preferred.
7 to 10 years of direct fiduciary tax experience with an emphasis on charitable remainder trusts and exempt organizations.
Excellent written and verbal communication skills.
Work both independently and as part of a team with professionals at all levels.
Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, and Global Plus.
Salary Range $115,000 - $190,000 Annual
Benefits State Street offers a comprehensive benefits program including 401(k) with company match, medical, dental, vision, long‑term disability, paid time off, employee assistance program, incentive compensation, and tax‑advantaged savings plans.
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 foster an environment where every employee feels valued and empowered.
Equal Opportunity Employer 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.
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID R-779140
#J-18808-Ljbffr