Head of Charitable Asset Management Tax, VP II - State Street Global Advisors

$110,000 - $185,000/Yr

State Street Corporation - Boston, MA

Full-time - Mid Level

Boston, MA

101-250 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Charitable Asset Management team at State Street Global Advisors has been a leading provider of asset management, administration, and tax services for charitable organizations for 40 years. We manage $3 billion in charitable assets for over 200 nonprofit clients, enabling charitable planned giving programs to thrive while providing donors with a way to support a mission, receive an income, and ensure a philanthropic legacy. This position offers a unique opportunity to join a specialized investment and administrative unit within State Street Global Advisors, where you will play a crucial role in maintaining and developing strong client relationships while delivering high-quality, accurate, and timely service. In this role, you will be responsible for mentoring, supervising, and training staff, as well as evaluating overall team performance and executing performance management processes. You will supervise tax engagements and assist in providing tax planning, consulting, and compliance services. Additionally, you will review income tax returns prepared by staff and make recommendations regarding accuracy and timely service delivery opportunities. Analyzing trusts and other documents to determine tax return filing requirements of accounts will also be part of your responsibilities. You will actively contribute to new business development activities and effectively respond to questions and inquiries from team members, clients, and the Internal Revenue Service (IRS). Keeping clients informed of tax regulation developments and other relevant facts that affect their business will be essential to your role.

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.

Requirements

• Ability to conduct independent research on planned giving-related tax topics and prevailing tax regulations.
• 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.

Nice-to-haves

• Experience in charitable planned giving programs.
• Familiarity with IRS regulations and compliance requirements.

Benefits

• Generous medical care and insurance plans.
• Savings plans.
• Flexible Work Programs.
• Development programs and educational support.
• Paid volunteer days.
• Matching gift programs.
• Access to employee networks.