Full-Time

Head of Charitable Asset Management Tax

VP II, State Street Global Advisors

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Compensation Overview

$110k - $185kAnnually

Senior

Company Historically Provides H1B Sponsorship

Boston, MA, USA + 1 more

More locations: Stamford, CT, USA

Category
Tax Accounting
Accounting
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.
  • Seven to ten 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
  • 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

State Street Corporation provides asset management and custody banking services to institutional investors, including mutual funds and pension funds. Its division, State Street Global Advisors, manages investment portfolios and offers advisory services tailored to clients' financial goals. The company distinguishes itself through its commitment to innovation and promoting diversity and inclusion within its workforce. State Street aims to deliver high-quality financial services while fostering a supportive and inclusive culture.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-10%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.

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