Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management

State Street Corporation • Boston, MA

84d • $115,000 - $190,000

About The Position

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 their donors a way to support a mission, receive an income, and ensure a philanthropic legacy. Our specialized group at SSGA provides the resources necessary for a nonprofit to build and grow a successful planned gift program. This position provides a rare opportunity to join a niche investment and administrative unit within State Street Global Advisors.

Requirements

• Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team.
• Ability to 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 organization.
• Excellent written and verbal communications skills.
• Ability to 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.

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 timely service delivery opportunities.
• 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 Internal Revenue Service (IRS).
• Keep clients informed of tax regulation developments and other relevant facts that affect their business.

Benefits

• 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.
• Eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree