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 State Street Investment Management 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 Investment Management.

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, with preference for accounting or business administration.
• CPA, or Enrolled Agent required
• Serve as IRS Responsible Official
• 7 to 10 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 with a team with professionals at all levels.
• Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, CCH ProSystem and Global Plus.

Salary Range:

$110,000 - $188,750 Annual

The 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 https://hrportal.ehr.com/statestreet/Home.

About State Street

Across 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.

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Job 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.