Fund Services Tax Manager, VP II - State Street Investment Management
$110k - $188.75kState Street Bank
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. This individual will set operational priorities, drive governance and continuous improvement, and ensure effective execution of day-to-day operations.Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available.What you will be responsible for: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.What we value:Demonstrated people-management experience, including mentoring and developing direct reportsExperience with internal controls and process improvementExcellent written and verbal communication, interpersonal, and organizational skillsAbility to propose process changes, build stakeholder alignment, and drive implementationAbility to work independently and effectively manage competing prioritiesEducation & Preferred Qualifications:Bachelor’s degree preferably in Accounting, but may consider Business, Finance, or a related fieldMaster’s in Taxation and/or public accounting firm experience preferred10+ years of relevant industry experienceExperience 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 considerationsSalary Range: $110,000 - $188,750 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.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.For a full overview, visit .About State StreetAcross 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.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob Application Disclosure: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.SummaryLocation: Boston, MassachusettsType: Full time
$110k - $188.75k
...ManagementFor 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We... ...legacy. Our specialized group at State Street Investment Management provides the resources necessary...SuggestedFull timeTemporary workFlexible hours- ...Annuity Insurance and Asset Manager firms. You will also be part... ...skillsComprehension of firm capabilities and services to deliver solutions... ...eligible to participate in State Street’s comprehensive benefits... ...and, eligibility for certain tax advantaged savings plans.For...SuggestedFull timeTemporary workFlexible hours
$120k - $202.5k
State Street Investment Management (“State Street IM”) is seeking a Solution Architect to design and support... ...platforms and patterns, including Enterprise Services, Data & Analytics, AI, and Cloud... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...SuggestedFull timeTemporary workFlexible hours$120k - $202.5k
State Street Investment Management is seeking a senior-level Consultant Relations professional with deep institutional... ..., Relationship Management, Client Service, and Investment teams to drive new... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...SuggestedFull timeTemporary workFlexible hours$110k - $188.75k
...we are looking forWe’re seeking a VP, North America Marketing Manager to lead the strategy and execution... ...forAs VP, NA Marketing Manager for State Street Investment Management, you will:Build... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...SuggestedFull timeTemporary workHome officeFlexible hours$120k - $217.5k
About the jobState Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly... ...Completion of CFA Level II, FRM, or equivalent... ...eligible to participate in State Street’s comprehensive... ...eligibility for certain tax advantaged savings plans...Full timeTemporary workWork at officeFlexible hours$110k - $188.75k
State Street Investment Management is seeking a Head of Content Operations (VP) to help ensure our content is delivered efficiently, accurately... ..., ideally financial services or asset managementHands-on experience... ...and, eligibility for certain tax advantaged savings plans.For...Full timeTemporary workFlexible hours$110k - $207.5k
...trusted advisor to clients while advancing State Street Investment Management's strategic objectives and expanding... ...acumen and knowledge of ETFs, mutual funds, separate accounts, model portfolios,... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...Full timeTemporary workFlexible hours- ...are looking forState Street Investment Management is seeking an accomplished... ...and Business Services within the COO organization... ...India, the United States, and EMEA, translating... ...gains, key risks, funding needs, and measurable... ...eligibility for certain tax advantaged savings...Full timeTemporary workWork at officeFlexible hours
$120k - $217.5k
...architecture and shape the future of investment management through transformative,... ...product, platform, and service teams, influencing outcomes... ...?As a Business Architect, VP at State Street Investment Management (“... ...and, eligibility for certain tax advantaged savings plans.For...Full timeTemporary workFlexible hours$110k - $207.5k
...Chief Administrative Office (CAO) of State Street Investment Management, you will lead a team of project managers... ...managers in the world, providing services to the world's governments, institutions... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...Full timeTemporary workRemote workFlexible hoursShift work$120k - $202.5k
Role OverviewState Street Investment Management (“State Street IM”, formerly State Street Global Advisors) is... ...key vendor relationships and ensure service quality and integration performance.... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...Full timeTemporary workWorldwideFlexible hours$120k - $202.5k
...modern platform meets financial‑services regulatory expectations,... ...delivery across Investment Management use cases.This role is hands... ...eligible to participate in State Street’s comprehensive benefits program... ...and, eligibility for certain tax advantaged savings plans.For...Full timeTemporary workFlexible hours- ...team is the main tax point of contact for... ...Auditors. The tax services include, but are... ...filings, federal and state estimated tax... ...ensure adherence to fund policiesResearch and... ...and people management skillsCollaborate... ...we are a leader in investment banking, consumer...Local area
$110k - $188.75k
State Street Investment Management is a global leader in asset management, entrusted with more than $... ...s leading providers of financial services to institutions. The VP, North America Strategic Insights... ...plans); and, eligibility for certain tax advantaged savings plans.For a...Full timeTemporary workWorldwideFlexible hoursShift work$110k - $188.75k
Who We Are Looking ForState Street Investment Management is seeking a highly... ...asset management or financial services.Bachelor’s degree in Computer... ...eligible to participate in State Street’s comprehensive benefits... ..., eligibility for certain tax advantaged savings plans....Full timeTemporary workFlexible hours$120k - $202.5k
State Street Investment Management (“State Street IM,” formerly known as State Street Global Advisors or SSGA... ...as Google Vertex AI, Azure AI, AWS AI services, or equivalent, with the ability to... ...plans); and, eligibility for certain tax advantaged savings plans.For a full overview...Full timeTemporary workFlexible hours$80k - $140k
Third Party Risk Management (TPRM) is a global, cross-functional... ...this framework, the Investment Management (IM) Vendor... ...organization; ensures service quality and customer... ...and support to State Streets Third Party Risk Management... ...for certain tax advantaged savings plans...Full timeTemporary workWork at officeFlexible hours$120k - $202.5k
State Street Investment Management (State Street IM) is seeking an experienced and hands-on technology leader... ...applications, including vendor engagement, service delivery oversight, contract renewals... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...Full timeContract workTemporary workFlexible hours$90k - $157.5k
State Street Investment Management, one of the industry's largest institutional asset managers... ...provider of financial services to institutional investors.... ...portfolios, and registered funds, while contributing actively... ..., eligibility for certain tax advantaged savings plans.For...Full timeTemporary workFlexible hours$225k - $337.5k
OverviewAs the Head of Marketing at State Street Investment Management you will lead a global... ...key role in engaging with fund boards, building trust and... ...management, financial services, wealth management, or other... ...and, eligibility for certain tax advantaged savings plans.For...Full timeTemporary workFlexible hours$170k - $267.5k
Role OverviewState Street is seeking a Managing Director, Product Management - Fund Accounting & Fund... ...administration services in North America... ..., and aligned to State Street’s global strategy... ...development and investment... ...eligibility for certain tax advantaged savings...Full timeTemporary workFlexible hours$170k - $267.5k
...Managing Director, Product Management – Fund Accounting & Fund Administration (FAA... ...Role Overview State Street is seeking a senior... ...administration services in North America.... ...analysis. Support investment decisions by articulating... ...~ Eligibility for tax‑advantaged savings...Temporary work$80k - $140k
...within the U.S. Proposals Management team within State Street Investment Management Client... ...the broadest selections of services across asset classes, risk... ...required data breakouts, fund and strategy performance.... ...eligibility for certain tax advantaged savings plans....Full timeTemporary workWork at officeLocal areaFlexible hours$170k - $252.5k
...proven leader to head Fund Accounting service delivery for one of... ...core service within Investment Services and Global... ...Delivery model. The Managing Director will be the... ...eligible to participate in State Street’s comprehensive... ...for certain tax advantaged savings plans...Full timeTemporary workFlexible hours$110k - $188.75k
...DescriptionWhat are we looking for?State Street Alpha Service product team is seeking a... ..., product life cycle management and business analysis skills... ...capabilities across the investment lifecycle to help our clients... ...and, eligibility for certain tax advantaged savings plans....Full timeTemporary workFlexible hours$90k - $130k
...Gen II Fund Services, a leading tech-enabled Private Equity... ...closely with the Director/Managing Director managing... ...relevant Private Equity Fund/Investment Company Accounting &... ..., partnership, tax blockers, etc.) and investor... ...to work in the United States. All U.S. employees...Work at officeRemote work3 days per week$112k - $150k
...The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of... ...sales, corporate, pass-through, state and local, international, expatriate... ...allocation to the ESOP is fully funded by BDO through investments in company stock and grants...Work at officeLocal area$155k - $210k
...Boundless Horizons of Tax, Valuation, and... ...among professional services organizations. You'... ...your potential and invest in it to build a legacy... ...!The RoleSenior Managers in our Private Client... ...Investment Fund Principals, Trusts... ...including federal and state filings;Draft technical...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$110k - $188.75k
...including liquidity and funding management, capital management, investment portfolio management, treasury... ...within a financial services environment and global... ...eligible to participate in State Street’s comprehensive benefits... ...eligibility for certain tax advantaged savings plans...Full timeTemporary workFlexible hours
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