Talent.com
Fund Services Tax, Assistant Vice President

Fund Services Tax, Assistant Vice President

State StreetQuincy, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Tax Manager

The Tax Manager job resides in the Mutual Fund Tax Group within Global Delivery. The job's primary responsibility is overseeing the tax production work completed by our vendors for US Regulated Investment Companies. Communicating with clients as well as other internal stakeholders such as Financial Reporting, Treasury and Fund Accounting is a significant part of the work you will perform.

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

As Tax Manager you will :

  • Oversee the services provided by vendors to ensure timeliness and appropriate performance standards are met.
  • Keep clients informed of tax developments and other relevant facts that affect their funds.
  • Successfully manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs.
  • Effectively and appropriately respond to questions and inquiries from clients, team members and vendors.
  • Coordinate scheduling of deliverables with vendors, clients and funds' audit firms.

These skills will help you succeed in this role :

  • Strong critical thinking, problem solving, and decision making skills
  • Good interpersonal skills
  • Attention to detail
  • Effective time management
  • Education & Preferred Qualifications :

  • Bachelor's degree in Accounting or Finance.
  • At least 7-10 years of mutual fund tax experience.
  • Highly effective communication and management skills.
  • Ability to thrive and function in a high pressure deadline driven environment.
  • About State Street :

    State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Salary Range : $90,000 - $142,500 Annual

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    serp_jobs.job_alerts.create_a_job

    Assistant Vice President • Quincy, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Private Credit, Fund Accounting & Administration Assistant Vice President

    Private Credit, Fund Accounting & Administration Assistant Vice President

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Fund Accounting & Administration, AVP.State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment S...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant Vice President, DC Investment Strategy - State Street Investment Management

    Assistant Vice President, DC Investment Strategy - State Street Investment Management

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Assistant Vice President, DC Investment Strategy.As a member of the DC Investment Strategy team, you will support a team of strategists, develop a deep understanding of clients' investment needs, a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Credit Fund Accounting and Administration, Vice President

    Private Credit Fund Accounting and Administration, Vice President

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Vice President For Private Markets.We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alternative Investment Solutions Group.They will partner w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Equity, Fund Accounting & Administration, Assitant Vice President

    Private Equity, Fund Accounting & Administration, Assitant Vice President

    State Street CorporationBoston, MA, United States
    serp_jobs.job_card.full_time
    Hedge Fund and Private Market managers within our Alternative Investment Solutions business group.Our Private Credit team delivers customized service solutions for investment funds that have closed...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Assistant Director - Constituent Services

    Assistant Director - Constituent Services

    Boston Public Health CommissionBoston, MA, US
    serp_jobs.job_card.full_time +1
    Reporting directly to the Director of Constituent Services, the Assistant Director is responsible for supervising the day-to-day work of the Constituent Services unit, including the system for effe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Actions-Assistant Vice President

    Corporate Actions-Assistant Vice President

    State StreetQuincy, MA, US
    serp_jobs.job_card.full_time
    Assistant Vice President, Corporate Actions Client Service.Client Service Individuals that will be the single point of contact for our clients on all Corporate Actions-related matters.They must alw...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Global Fund Tax Director - Alts & Digital Assets

    Global Fund Tax Director - Alts & Digital Assets

    Franklin ResourcesBoston, MA, US
    serp_jobs.job_card.full_time
    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Global Treasury Audit, Assistant Vice President

    Global Treasury Audit, Assistant Vice President

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Global Treasury Audit, Assistant Vice President.The Global Treasury Audit, Assistant Vice President will provide independent, objective assurance over the design and execution of the Bank's Global ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Fund Accounting & Administration (Private Equity), Assistant Vice President (Hybrid)

    Fund Accounting & Administration (Private Equity), Assistant Vice President (Hybrid)

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Fund Accounting & Administration, AVP.State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Equity managers within our Alternative Investment S...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Data Governance, Vice President

    Finance Data Governance, Vice President

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Vice President, Finance Data Governance.At State Street Corporation, we are a leading global provider of financial services to institutional investors, including investment servicing, investment ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Advanced Tax Strategy & Innovation

    Vice President, Advanced Tax Strategy & Innovation

    LPL FinancialBoston, MA, US
    serp_jobs.job_card.full_time
    Vice President, Advanced Tax Strategy And Innovation.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.This role r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    ASSISTANT DIRECTOR, OFFICE OF FINANCIAL AID, Enrollment, Financial Assistance

    ASSISTANT DIRECTOR, OFFICE OF FINANCIAL AID, Enrollment, Financial Assistance

    InsideHigherEdBoston, Massachusetts, United States
    serp_jobs.job_card.full_time
    ASSISTANT DIRECTOR, OFFICE OF FINANCIAL AID, Enrollment, Financial Assistance.ASSISTANT DIRECTOR, OFFICE OF FINANCIAL AID, Enrollment, Financial Assistance. BU Financial Assistance seeks an Assistan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Assistant Vice President, Portfolio Management - Structured Finance

    Assistant Vice President, Portfolio Management - Structured Finance

    Western Alliance BancorporationBoston, MA, US
    serp_jobs.job_card.full_time
    Assistant Vice President, Portfolio Management - Structured Finance.As Portfolio Manager II you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Director - Financial Services State and Local Tax (SALT)

    Tax Director - Financial Services State and Local Tax (SALT)

    EisnerAmperBoston, MA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Treasury Risk Analyst, Assistant Vice President

    Treasury Risk Analyst, Assistant Vice President

    State StreetBoston, MA, US
    serp_jobs.job_card.full_time
    Global Treasury Risk Management (GTRM), a team within State Street's Enterprise Risk Management (ERM) department, is looking for an experienced treasury risk professional.The primary focus for the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President - Global Fund Services Financial Reporting

    Vice President - Global Fund Services Financial Reporting

    Veterans StaffingBoston, MA, US
    serp_jobs.job_card.full_time
    Join JPMorganChase as a pivotal part of our dynamic team.This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fosterin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Equity, Fund Accounting & Administration, Assitant Vice President

    Private Equity, Fund Accounting & Administration, Assitant Vice President

    State StreetBoston, MA, United States
    serp_jobs.job_card.full_time
    State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group.Our Private Cr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Implementation & Service, Assistant Vice President

    Client Implementation & Service, Assistant Vice President

    State StreetQuincy, MA, US
    serp_jobs.job_card.full_time
    Assistant Vice President, Corporate Actions Client Service.Client Service Individuals that will be the single point of contact for our clients on all Corporate Actions-related matters.They must alw...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days