Elevate your career with State Street as an Assistant Vice President in Fund Services Tax. Focus on tax accounting, compliance, and support client relationships in a dynamic setting.

In this role, you will leverage your expertise in tax accounting and reporting, navigating complex investment transactions within State Street Global Services. As a key leader, your responsibilities will include overseeing tax distribution calculations, researching tax issues, and managing compliance activities. You will also guide a team of tax professionals, ensuring accurate reporting and fostering positive client interactions.

Key Responsibilities:

- Calculate and review tax distribution and income estimates
- Manage special projects related to fund mergers




- Review trust income tax returns and related documentation
- Prepare customized client tax reporting and audit responses
- Liaise with clients on reporting deadlines and requirements

Requirements:

- CPA, CMA, or CGA with TX2 designation required
- 7+ years in public practice or financial services
- Solid background in mutual fund tax issues
- Advanced skills in tax preparation software
- Excellent communication and leadership abilities

Bring your tax expertise and leadership skills to State Street, where you can make impactful contributions to financial services.

📌 AVP Tax Services at State Street (Toronto)
🏢 State Street
📍 Toronto