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Financial Reporting, Senior Associate

 State Street

State Street

Accounting & Finance
Boston, MA, USA
Posted on Tuesday, June 4, 2024

Who we are looking for.

Sr associate role to manage tax engagements and support the tax annual tax compliance effort between our clients and our Big 4 outsourced tax advisor. Manage tax deliverable production calendar, support information requests, act as a liaison with other parts of the organization as needed.

: Candidates should have experience and familiarity with tax allocations for partnership structures, i.e., Hedge funds and Private equity funds. The objective is to work with our outsourced Big 4 tax provider to service our clients tax compliance reporting needs by providing support with the various applicable area’s n the organization.

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 Sr Associate -Alternative Investment Solutions- Tax

You will:

  • Job requires familiarity with Hedge fund and Private equity funds tax compliance process.

  • Manage tax engagement workflow for State Street clients and our outsourced tax services provider.

  • Participate in the oversight process of the outsourcing provider and escalate issues to management if any arise.

  • Participate in tax engagement planning, cycle production meetings.

  • Manage documentation requests and act as liaison between the tax firm, client for information needs within the organization.

  • Manage client deliverables with an emphasis on data security and timeliness.

  • Intake client tax questions and liaise with appropriate parties to resolve questions.

  • Ad hoc projects

What we value

These skills will help you succeed in this role.

  • Client communication and client management skills ,critical thinking, problem solving, time management skills.

  • Experience participating and or managing tax engagements for Hedge and Private Equity funds

  • Technical tax knowledge of Alternative Investments

Education & Preferred Qualifications

  • College degree concentration tax of accounting preferred.

  • 3 to 5 years Industry experience CPA firm or administrator

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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:

$52,000 - $75,400 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.