State Street

State Street

Fund Tax Analyst, Assistant Vice President

Toronto, Ontario, CA · Exec

Sponsorship not specified$91k-$141kDetected 1 day ago
Financial AnalysisAccountingExcelTaxResearchCommunicationFinancial Reporting

About the role

  • State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
  • For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.

Responsibilities

  • Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

Nice to have

  • Calculates and reviews distributions (monthly, quarterly and year-end)
  • Participates in special project such as funds merger distribution
  • Review income estimates when needed for distribution purposes
  • Review trust income tax returns and related working papers
  • Research various tax issues and prepare memos
  • Review year-end tax reporting slips for submission to CRA and unit holders
  • Review stop loss and suspended loss reports and determine the final numbers in distribution
  • Prepare year end customized client tax reporting

Skills

  • Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls.
  • Why this role is important to us
  • What you will be responsible for

Compensation

  • $91,000 - $140,500 Annual

Visa & Work Authorization

  • gin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military a

This listing is sourced directly from State Street's careers page and normalized into a canonical job model.