Fund Services Tax Manager, VP II - State Street Investment Management

About the role

The Tax Center of Excellence (CoE) is tasked with managing global tax compliance for the organization's investment products, maintaining adherence to all relevant tax and regulatory authorities. The CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. We are seeking someone with significant custody tax and/or tax advisory experience who can join us as the Vice President responsible for leading and developing a team overseeing such processes.

Responsibilities

• Support tax oversight for investment products globally to help ensure accurate, timely, and efficient tax outcomes for funds and investors.
• Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
• Design, document, and implement operational controls to support accurate and timely tax compliance and reporting.
• Identify opportunities to streamline and standardize tax operations and lead process improvement initiatives from design through implementation.
• Conduct global tax research and prepare written communications on tax matters affecting funds (e.g., withholding tax and capital gains tax).
• Serve as a global tax resource for Investment Operations, Portfolio Management, Relationship Management, Sales, and Product Development.

Qualifications

• Demonstrated people-management experience, including mentoring and developing direct reports.
• Experience with internal controls and process improvement.
• Excellent written and verbal communication, interpersonal, and organizational skills.
• Ability to propose process changes, build stakeholder alignment, and drive implementation.
• Ability to work independently and effectively manage competing priorities.

Preferred Qualifications

• Bachelor’s degree preferably in Accounting, but may consider Business, Finance, or a related field.
• Master’s in Taxation and/or public accounting firm experience preferred.
• 10+ years of relevant industry experience.
• Experience supporting products across the full lifecycle (launch, ongoing governance, and change management).
• Experience with digital assets and related investment products, including associated operational and tax considerations.

Pay

$110,000 - $188,750 Annual

Schedule

This job needs to be performed primarily in the office with some flex work opportunities available.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.