Head of Charitable Asset Management Tax, VP II

4 weeks ago

Boston, United States State Street Full time

Charitable Asset Management

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.

Duties and 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
Requirements and Qualifications
  • 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.

State Street is an equal opportunity and affirmative action employer.

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