Fund Services Tax, Officer

About the Role

We are seeking a Tax Manager to join the Mutual Fund Tax Group within Global Delivery. The primary responsibility of this role is overseeing the tax production work completed by our vendors for US Regulated Investment Companies. A significant part of the work involves communicating with clients, auditors, and other internal stakeholders such as Financial Reporting, Treasury, and Fund Accounting.

The team you will be joining is part of State Street Global Services (SSGS). SSGS provides asset owners and managers with essential financial tools to deliver effective investment solutions, including core custody, accounting, fund administration, shareholder recordkeeping, and operations solutions for alternative assets like OTC derivatives, private equity, and real estate.

Responsibilities

• Oversee the services provided by vendors to ensure timeliness and appropriate performance standards are met.
• Effectively leverage vendor and internally developed State Street tools to provide a high-level review of vendor deliverables.
• Keep clients informed of tax developments and other relevant facts that affect their funds.
• Successfully manage client relationships by consistently providing 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.

Skills and Qualifications

• Strong critical thinking, problem-solving, and decision-making skills.
• Good interpersonal skills.
• Attention to detail.
• Effective time management.
• Bachelor’s degree in Accounting or Finance.
• At least 5-10 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. For over two centuries, we’ve helped clients safeguard and steward the investments of millions. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

We offer a competitive and comprehensive benefits package, including generous medical care, insurance, savings plans, paid-time off, retirement savings with company match, and access to flexible work programs. We also provide wealth development programs and educational support to help employees reach their full potential.

State Street is committed to fostering an inclusive environment where diversity is valued, and all employees can thrive. We welcome candidates of diverse origins, backgrounds, abilities, ages, sexual orientations, gender identities, and personalities. We actively engage with our communities and offer tools to help balance professional and personal life, including paid volunteer days and matching gift programs.

State Street is an equal opportunity and affirmative action employer.

Pay

Salary Range: $65,000 - $113,750 annually. The range applies to the primary location specified. If the candidate works outside this location, the applicable range may differ.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, and long-term disability.
• Paid-time off including vacation, sick leave, short-term disability, and family care responsibilities.
• Employee Assistance Program.
• Incentive compensation including eligibility for annual performance-based awards.
• Eligibility for certain tax-advantaged savings plans.