Senior Manager, Tax

Job Description:

Senior Manager Tax, Enterprise Tax Compliance

The Senior Manager Tax supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occurs to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and requirements.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses in meeting the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Enterprise Tax Compliance function! In this role, you will focus on the providing oversight and guidance to assist Fidelity associates meet the statutory and regulatory requirements. You will support and enable growth of Fidelity by providing sound tax compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, and implementing new rules.

Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.

The Expertise and Skills You Bring

Our ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's product offering. This includes the ability to research and apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry. 

Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions-oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.

Specifically

• At least 4-6 years of tax compliance / regulatory advisory, tax operations, or other relevant experience
• Knowledge and understanding of tax regulatory environment as well as federal and state rules and regulations applicable to financial services and retirement products
• Understanding of cost basis, backup withholding, retirement account taxation and withholding, and non-resident alien withholding and information reporting
• Proven understanding of financial services industry including brokerage business and operations

Desirable

• MBA, or other advanced degree a plus
• Experience working in the financial services industry in an operational or product tax role

The Team

Fidelity Investments Tax Compliance is a growing unit within Fidelity’s Corporate Tax Function committed to working with our Fidelity’s businesses to integrate tax into everyday operations, allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.