Custody Tax, Assistant Vice President

Who We Are Looking For

State Street’s Tax Service team is seeking an experienced and dedicated leader to partner with clients to fulfill global tax documentation requirements. The role requires a deep understanding of custody tax concepts and broad global custody tax withholding expertise. Strong written and verbal communication, leadership, motivation, and critical thinking/problem‑solving skills are essential. Activities range from engaging with clients to coordinating with internal processing leads and business units to ensure successful delivery of all required documentation.

• Ensure all staff have clear lines of reporting, authority levels, objectives, and that progress is reviewed regularly in line with company policy.
• Develop effective working relationships and communication with staff and ensure they are motivated, continuously developed, and supported.
• Work within Income and Tax areas to execute the strategic direction of the function and operate within defined budgetary parameters.
• Ensure that appropriate management information is produced and reviewed at appropriate intervals.
• Participate in division wide working groups, task forces and projects as assigned.

• Establish and monitor systems of control, limits of delegation, and escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively.
• Ensure that all procedures are regularly reviewed and kept up to date.
• Address any procedure gaps through the implementation of appropriate procedures and controls.
• Identify and recommend process improvements to enhance efficiency by removing redundant or non‑value‑added tasks.
• Establish and oversee the development of a risk culture within the business and ensure business line accountability for risk management and measurement.
• Support a culture of effective challenge to ensure appropriate governance.

• Ensure the team delivers excellent client service.
• Provide client‑facing support and escalation to resolve client or internal business unit issues, questions, or concerns.
• Serve as an SME speaking to details as required while managing multiple processes.
• Work as a member of a global team—provide status updates, communicate issues, share ideas, and follow processes for analysis, development, and support protocols.
• Display strong communication and interpersonal skills.
• Have supervisory experience within a team environment.

• Excellent communication skills with the ability to run meetings, collaborate across global teams, and present tax technical topics to clients, internal executives, or other stakeholders.
• Ability to work in a high‑paced environment, be flexible, follow tight deadlines, and prioritize work.
• Proactively identify potential issues and drive resolution.
• Leadership and effective management skills.
• Strong critical thinking, problem‑solving, and decision‑making skills.
• Commitment to developing and motivating staff and working across teams to build synergies.

• Understanding of the financial services industry.
• Bachelor’s degree or higher.
• 5+ years of custody experience in a custody and/or middle office environment.
• 3+ years of experience managing staff of at least 2+ team members.
• Strong business sense and awareness of key issues/risks within an income or tax operations environment.
• Proficiency in MS Office (Excel, Word, PowerPoint, Teams).

$70,000 – $130,000 Annual
Salary range quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of the primary location, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a retirement savings plan (401K) with company match; insurance coverage (basic life, medical, dental, vision, long‑term disability, and other optional coverages); paid‑time off (vacation, sick leave, short‑term disability, and family care responsibilities); access to an Employee…