Job Description:
Senior Manager, Tax Compliance
The Senior Manager, Tax Compliance supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occur to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and requirements.
The Role
Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses meet the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Tax Compliance function! In this role you will provide support for our IRA, Retirement, and other Tax-Deferred vehicles. You will support and enable growth of Fidelity by providing sound compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, 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 retirement product offering. This includes knowledge of and the ability to 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.
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 every day 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.
The base salary range for this position is $81,000-$137,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Category:Finance
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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