Custody Tax, Assistant Vice President

Responsibilities

• Partner with clients to fulfill global tax documentation requirements and manage custody tax withholding expertise.
• Manage and develop staff, ensuring clear reporting lines, objectives, and continuous professional development.
• Establish and monitor systems of control, limits of delegation, and escalation procedures to ensure regulatory compliance.
• Identify and recommend process improvements to increase efficiency and remove redundant tasks.
• Provide client-facing support and act as a Subject Matter Expert (SME) to resolve complex issues or concerns.
• Collaborate with global teams to communicate issues, share ideas, and follow support protocols.

Requirements

• Bachelor's degree or higher.
• 5+ years of Custody experience in a custody and/or middle office environment.
• 3+ years of experience managing staff (at least 2+ team members).
• Proficiency in MS Office (Excel, Word, PowerPoint, Teams).
• Strong knowledge of the financial services industry.
• Excellent communication and interpersonal skills for interacting with clients and internal stakeholders.

Preferred Qualifications

• Strong business sense and awareness of risks within income or tax operations environments.
• Proven ability to work in a high-paced environment and meet tight deadlines.
• Strong critical thinking, problem-solving, and decision-making capabilities.

Benefits

• Retirement savings plan (401K) with company match.
• Comprehensive insurance coverage including medical, dental, vision, life, and long-term disability.
• Paid time off, including vacation, sick leave, and family care responsibilities.
• Incentive compensation eligibility, including annual performance-based awards.
• Access to an Employee Assistance Program.

About the Company

State Street is a global leader in financial services, helping institutional investors manage risk, respond to challenges, and drive performance. We are committed to fostering an inclusive environment where employees are empowered to reach their full potential through development opportunities and vibrant employee networks.