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Boston, Massachusetts; BOSTON
Source: State Street careers · View original posting
From State Street's posting. “We” and “our” refer to the employer.
CAM Tax Officer is a member of the Charitable Asset Management tax team, an important strategic partner and trusted tax advisor to our clients and internal stakeholders to deliver high-quality tax administration, planning and advisory services. This role combines technical tax expertise, client relationship management, research, and strategic problem solving to support charitable trusts and related entities.
The primary responsibility for the CAM Tax Officer is the preparation of federal and state fiduciary income tax returns of Charitable trusts. They must adhere to the objective of delivering timely and accurate tax administration services to our clients. The responsibilities will also include performing calculations of various tax scenarios, communicating with clients, providing tax analysis to Client Service officers and clients on tax planning issues and strategies.
The CAM Tax Officer must have the ability to conduct independent research on planned giving-related tax topics and be able to generate value-added ideas to clients and to the team.
Specific responsibilities include, but are not limited to the following:
Review tax returns and other work products prepared by other tax accountants and reports to the manager regarding the accuracy of the work product reviewed. Provide coaching, mentorship and technical guidance to tax professionals across the team.
Successfully manage client relationships by consistently providing clients with timely and appropriate communication and services in relation to their needs.
Participate and actively contribute to new business development activities.
Effectively and appropriately respond to questions from clients and team members.
Keep clients informed of the tax developments and other relevant facts that affect their business.
Compensation
$80,000 - $140,000 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 .
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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