Posted 5 days ago
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**Senior Manager, Tax: Enterprise Tax Compliance** - Lead tax compliance, align Fidelity's practices with regulations - 4-6+ yrs tax compliance/regulatory experience, understand financial services industry - Knowledge of federal/state rules, cost basis, withholding, non-resident alien tax - Strong communication skills, ability to explain complex tax concepts - Collaborate with Operations, Legal, Tech, and Product teams - Drive improvements, implement new technology, support business growth
- Compensation
- $89,000 – $180,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
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 Fidelitys 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 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 Fidelitys Corporate Tax Function committed to working with our Fidelitys 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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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 Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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