CAM Tax Officer, Assistant Vice President - State Street Investment Management
Core
Prepare federal and state fiduciary income tax returns for charitable trusts and provide strategic tax planning and advisory services to clients.
Role type
Senior IC tax officer (fiduciary tax)
Builds
Fiduciary tax returns, tax analysis reports, and client advisory strategies
Domain
Financial services / Charitable trust administration
Required skills
Fiduciary tax expertise, Charitable trust tax preparation, Tax scenario analysis, Client relationship management, Regulatory research, Process optimization
Preferred skills
CPA or EA, 1041/990/5227 tax forms, Tax software (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 and documents to determine filing requirements; Provide sophisticated tax planning on income distributions and charitable deductions; Mentor and coach tax professionals on the team; Identify opportunities to improve tax processes through automation and technology.
Seniority
Mid-Senior level, hands-on IC