Senior Tax Analyst – Partnership Tax
The Role
Reporting to the tax director, this position is a key contributor to the venture capital / private equity partnership tax compliance group with significant growth opportunity. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise and Skills You Bring
- 1 plus years of venture capital / private equity partnership tax experience in Big 4 public accounting or combination of public and in-house partnership tax
- Bachelor’s degree in Accounting or Business; Master’s in taxation and/or CPA preferred
- Experience with state and local partnership tax compliance requirements
- Knowledge in U.S. foreign reporting including foreign source income calculations, PFIC and CFC analysis
- Ability to work independently while seeking appropriate guidance
- Experience using Corptax or comparable tax compliance software
- Proficient in Microsoft Office Suite, specifically Word and Excel
- Experience leveraging workflow applications to improve efficiency, standardization, and operational effectiveness.
The Team
The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
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.
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.
Certifications:Category:FinanceSkills Required
- At least 1 year of venture capital or private equity partnership tax experience in Big Four public accounting or a combination of public and in-house partnership tax experience
- Bachelor’s degree in Accounting or Business
- Master’s degree in Taxation and/or CPA certification
- Experience with state and local partnership tax compliance requirements
- Knowledge of U.S. foreign reporting, including foreign-source income calculations, PFIC analysis, and CFC analysis
- Ability to work independently while seeking appropriate guidance
- Experience using Corptax or comparable tax compliance software
- Proficiency in Microsoft Office Suite, specifically Word and Excel
- Experience leveraging workflow applications to improve efficiency, standardization, and operational effectiveness
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
