Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management
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 State Street Investment Management 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 Investment Management.
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, with preference for accounting or business administration.
- CPA, or Enrolled Agent required
- Serve as IRS Responsible Official
- 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 with a team with professionals at all levels.
- Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, CCH ProSystem and Global Plus.
Responsibilities
- Responsible to 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
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Manager
