Investment Oversight Analyst, VP I
State Street
Fiduciary Tax Manager, Charitable Asset Management, VP II
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Connecticut, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $190,000 per year
Job Level
Lead
About the role
- Develop and maintain strong client relationships
- Mentor, supervise, and train staff
- Evaluate team performance and execute performance management processes
- Supervise tax engagements and assist with tax planning, consulting, and compliance
- Review income tax returns prepared by staff
- Analyze trusts and other documents for tax return filing requirements
- Participate in new business development activities
- Respond to inquiries from team members, clients, and the IRS
- Keep clients informed of tax regulation developments
Requirements
- Bachelor's Degree in accounting or business administration
- CPA or Enrolled Agent preferred
- 7 to 10 years of direct fiduciary tax experience
- Emphasis on Charitable Remainder trusts and exempt organizations
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Proficiency with OneSource Trust tax software
- Experience with trust accounting systems and Global Plus
Benefits
- 401K with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability coverage
- Paid time off
- Family care leave
- Employee Assistance Program
- Performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fiduciary tax experiencetax planningtax compliancetax consultingtrust accountingperformance managementincome tax return reviewtrust analysis
Soft skills
client relationship managementmentoringsupervisionteam performance evaluationcommunicationindependenceteam collaboration
Certifications
Bachelor's Degree in accountingBachelor's Degree in business administrationCPAEnrolled Agent
