Investment Tax Services Specialist, Assistant Vice President

1 month ago


Quincy, Massachusetts, United States State Street Corporation Full time
About the Role

We are seeking an experienced Investment Tax Services Specialist, Assistant Vice President to join our Transfer Agency Compliance team in Quincy, MA. The ideal candidate will have a strong background in Excel, a keen eye for detail, and a passion for operational compliance duties.

Key Responsibilities

As an Investment Tax Services Specialist, Assistant Vice President, you will be responsible for ensuring full pre-distribution proofing, year-end tax form issuance management, and ensuring client-specific requirements are accomplished and fully reviewed and reconciled during the year-end process. You will also be responsible for validating and reviewing all daily activity, researching and resolving exceptions and issues, and communicating effectively with clients.

What We Value

We are looking for a candidate with strong critical thinking, problem-solving, and decision-making skills, as well as the ability to handle competing priorities and adhere to deadlines. Experience with Microsoft Excel is a must.

Education & Preferred Qualifications

A Bachelor's degree and experience with Microsoft Excel are required.

About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. We are committed to creating a great work environment and offer a range of benefits, including flexible work programs, education support, and opportunities for professional growth.

Salary Range: $80,000 - $132,500 Annual

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