Charitable Asset 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 their donors a way to support a mission, receive an income, and ensure a philanthropic legacy. Our specialized group at SSGA provides the resources necessary for a nonprofit to build and grow a successful planned gift program. This position provides a rare opportunity to join a niche investment and administrative unit within State Street Global Advisors.

Duties and Responsibilities

• Responsible to 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

Requirements and Qualifications

• 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 in accounting, or business administration.
• CPA, or Enrolled Agent preferred.
• Seven to ten years of direct fiduciary tax experience with an emphasis on Charitable Remainder trusts and exempt organization.
• Excellent written and verbal communications skills.
• Ability to work both independently, and as part of a team with professionals at all levels.
• Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems and Global Plus.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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.

Company: State Street Global Advisors

Salary Range:

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.