Fund Services Tax Manager, VP II - State Street Investment Management

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 reports

• Experience with internal controls and process improvement
• Excellent written and verbal communication, interpersonal, and organizational

skills

• Ability to propose process changes, build stakeholder alignment, and drive

implementation

• Ability to work independently and effectively manage competing priorities

Education & Preferred Qualifications

• Bachelor’s degree preferably in Accounting, but may consider Business,

Finance, or a related field

• Master’s in Taxation and/or public accounting firm experience preferred
• 10+ years of relevant industry experience
• Experience 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 considerations

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
• [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.

Discover more information on jobs at StateStreet.com/careers

[http://statestreet.com/careers]

Read our CEO Statement

[https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf]

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.