CAM Tax Officer, Assistant Vice President - State Street Investment Management
Core
Prepare federal and state fiduciary income tax returns for charitable trusts and provide sophisticated tax planning and consulting to clients.
Role type
Senior IC tax officer (fiduciary tax)
Builds
Fiduciary tax returns, tax analysis, and strategic planning for charitable trusts
Domain
Financial services / Tax law
Required skills
Fiduciary tax return preparation, Charitable trust tax expertise, Tax scenario analysis, Client relationship management, Regulatory research, Tax software proficiency
Preferred skills
CPA or EA certification, Experience with 1041/990/5227 forms, Tax application experience (ONESOURCE, ProSystem fx, Global Plus)
Technologies
ONESOURCE, ProSystem fx, Global Plus, Trust accounting software
Responsibilities
Prepare fiduciary tax returns and estimated tax payments for assigned trust accounts; Analyze trusts to determine filing requirements; Provide tax planning strategies on income distributions and capital gains; Review work products of other tax accountants; Mentor junior tax professionals; Manage client relationships and communicate tax developments.
Seniority
Senior, hands-on IC