Senior Tax Associate

2 weeks ago


Boston, Massachusetts, United States State Street Full time

Overview of the Role.

We are seeking a Senior Associate to oversee tax engagements and facilitate the annual tax compliance process in collaboration with our Big 4 outsourced tax advisory firm. This role involves managing the production calendar for tax deliverables, addressing information requests, and serving as a liaison with various departments within the organization as necessary.

Key Responsibilities.

As a Senior Associate in the Alternative Investment Solutions - Tax team, your responsibilities will include:

  • Demonstrating knowledge and experience with tax compliance processes for Hedge Funds and Private Equity Funds.
  • Overseeing the workflow of tax engagements for State Street clients in conjunction with our outsourced tax service provider.
  • Participating in the oversight of the outsourcing provider and escalating any issues to management as they arise.
  • Engaging in tax planning and production cycle meetings.
  • Managing documentation requests and acting as a liaison between the tax firm and clients to fulfill information needs.
  • Ensuring timely and secure delivery of client-related documents.
  • Addressing client inquiries and coordinating with relevant parties to resolve any questions.
  • Contributing to ad hoc projects as required.

Skills and Qualifications.

The following skills will be essential for success in this position:

  • Strong client communication and management skills, along with critical thinking and problem-solving abilities.
  • Experience in managing or participating in tax engagements for Hedge and Private Equity funds.
  • Technical expertise in the tax implications of Alternative Investments.

Educational Background.

  • A college degree with a concentration in tax or accounting is preferred.
  • 3 to 5 years of industry experience, preferably within a CPA firm or administrative role.

About State Street.

State Street is a leading custodian bank and asset management firm, providing essential financial services to institutional clients worldwide. Our commitment to innovation and excellence has positioned us as a trusted partner in safeguarding and managing investments.

Commitment to Inclusion and Diversity.

We value the diverse backgrounds and perspectives of our employees, fostering an inclusive environment where everyone can thrive. State Street is dedicated to community engagement and offers resources to help employees balance their professional and personal lives.

Salary Range:

$52,000 - $75,400 Annual

The salary range mentioned applies to the role in the primary location specified. Variations may occur if the candidate works outside of this primary location.



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