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 agile 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 specialists, 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.
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📌 Avp Tax Services At State Street Toronto
🏢 State Street
📍 Toronto