CAM Tax Officer, Assistant Vice President

State Street

. Serve as a trusted tax advisor to clients by identifying planning opportunities, analyzing complex tax issues, and developing proactive strategies designed to preserve and enhance charitable trust assets .

Posted 10/27/2026full-timeUnited StatesLead💰 $80,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary tax planning and consulting, with a strong focus on charitable trusts, tax return preparation, and compliance with federal and state tax laws. Proficient in utilizing tax software and analytical tools to enhance tax processes and client service.

Highest-signal resume keywords

Fiduciary Tax PlanningCharitable Trust Tax ReturnsCPA or EA CertificationTax Software ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Tax PreparationTax ComplianceTax Return AnalysisCharitable DeductionsCapital Gains ManagementTrust Administration StrategiesTax Process ImprovementIndependent Research1041 Tax Form Experience990 Tax Form Experience

Soft Skills

Excellent Communication SkillsOrganizational SkillsTeam CollaborationMentorshipClient Relationship Management

Tools & Technologies

ONESOURCEProSystem fxGlobal PlusTax Software ProductsAnalytical Tools

Certifications & Qualifications

CPAEA

Industry Keywords

Fiduciary TaxCharitable TrustsTax PlanningTax ConsultingFederal Tax LawsState Tax LawsTax ProcessesWorkflow OptimizationTax Return Filing RequirementsBeneficiary K-1s

About the role

Key responsibilities & impact

Serve as a trusted tax advisor to clients by identifying planning opportunities, analyzing complex tax issues, and developing proactive strategies designed to preserve and enhance charitable trust assets
Provide fiduciary tax planning and consulting related to income distributions, charitable deductions, capital gains management, trust administration strategies, and changing federal and state tax laws
Act as a fiduciary tax subject matter expert by providing technical guidance, developing best practices, supporting complex client situations, and communicating regulatory and legislative developments
Identify opportunities to improve tax processes through technology, automation, workflow optimization, tax software, and analytical tools
Analyze trusts and other documents to determine tax return filing requirements
Monitor and review account transactions, disbursements, and receipts for proper tax treatment
Prepare fiduciary tax returns, estimated tax payments, and beneficiary K-1s
Review tax returns and work products prepared by other tax accountants and report accuracy to the manager
Provide coaching, mentorship, and technical guidance to tax professionals
Manage client relationships through timely and appropriate communication and services
Participate in new business development activities
Respond to questions from clients and team members
Keep clients informed of tax developments and other relevant business facts

Requirements

What you’ll need

Bachelor’s Degree in Accounting, Tax or Business Administration
CPA or EA preferred
Minimum of three years of direct fiduciary tax experience with an emphasis on the preparation of returns for charitable trusts
Fast learner and ability to adapt to a fast-paced workload
Excellent analytical, organizational, written and verbal communications skills
Ability to prioritize tasks, work on multiple assignments and manage different clients
Ability to work both independently and as part of a team with professionals at all levels
Computer proficiency and experience working with various trust accounting and tax software products
Ability to conduct independent research and generate value-added ideas to clients
Experience with 1041, 990 and 5227 tax forms a plus
Tax Application experience (ONESOURCE, ProSystem fx, or Global Plus) is a plus

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Basic life, medical, dental, vision, long-term disability, and other optional insurance coverage
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks