Fiduciary Tax Manager - Charitable Asset Management, VP II - Investment 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 donors a way to support a mission, receive an income, and ensure a philanthropic legacy.

This position provides a rare opportunity to join a niche investment and administrative unit within State Street Investment Management.

• 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

• 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 communication skills.
• Ability to work both independently, and with a team with professionals at all levels.
• Computer proficiency and experience working with One Source Trust tax software, Trust accounting systems, CCH Pro System and Global Plus.

$110,000 - $188,750 Annual

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a 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 an 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

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.