Global Delivery Tax Oversight- Officer
State StreetAbout the role
Who we are looking for.
Responsible for tax compliance oversight on hedge funds and private equity investment partnership products. Manage tax clients relationships and experience with our CPA firm. Task include but not limited to managing client relationships and production calendars, responding to Information requests, answering complex tax questions and problem solving when issues arise, reviewing the deliverables and Ad hoc projects. Ideal candidate has a background in investment partnership tax field.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As an Officer Level
The role holder will be responsible for managing a team, which includes work allocation,
prioritization, performance management and service deliveryRisk management within corporate guidelines
Training of staff around investment partnership tax complexities as SME
Streamlining of processes
Meeting of regulatory filing obligations
Escalation of issues in timely manner
What we value
These skills will help you succeed in this role
strong critical thinking, problem solving, and decision-making skills
ability to manage team members across multiple sites
prioritize potential issues and escalate
subject matter expert within the partnership taxation space
Education & Preferred Qualifications
B.S. degree in accounting CPA preferred but not required
Minimum 5 years of Investment Partnership tax experience.
Knowledge of Investment securities tax treatment
Experience around custody/accounting systems preferred
Strong written and verbal communication ability
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$60,000 - $101,250 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, l
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