Head of Charitable Asset Management Tax, VP II - State Street Global Advisors

Charitable Asset Management

For 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over 200 nonprofit clients. Our work enables charitable planned giving programs to thrive while providing their donors a way to support a mission, receive an income, and ensure a philanthropic legacy. Our specialized group at SSGA provides the resources necessary for a nonprofit to build and grow a successful planned gift program. This position provides a rare opportunity to join a niche investment and administrative unit within State Street Global Advisors.

Duties and Responsibilities

• Responsible to develop and maintain strong client relationships while delivering high quality, accurate and timely service
• Mentor, supervise, and train staff
• Evaluate overall team performance and execute performance management processes
• Supervise tax engagements and assist in providing tax planning, consulting, and compliance services
• Review income tax returns prepared by staff and make recommendations on return preparation regarding accuracy and timely service delivery opportunities
• Analyze trusts and other documents to determine tax return filing requirements of accounts
• Participate and actively contribute to new business development activities
• Effectively and appropriately respond to questions and inquiries from team members, clients and the Internal Revenue Service (IRS)
• Keep clients informed of tax regulation developments and other relevant facts that affect their business

Requirements and Qualifications

• Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team
• Ability to show strong leadership and mentoring capabilities
• Bachelor’s Degree in accounting, or business administration
• CPA, or Enrolled Agent preferred
• Seven to ten years of direct fiduciary tax experience with an emphasis on Charitable Remainder trusts and exempt organization
• Excellent written and verbal communications skills
• Ability to work both independently, and as part of a team with professionals at all levels
• Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems and Global Plus

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfill all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As

#J-18808-Ljbffr