Senior Manager, Asset Management Treasurer's Office - Tax Oversight
About The Position
As a Senior Manager of Tax Oversight in Asset Management's Treasurer's Office, you will be responsible for overseeing the tax reclaim process of the Fidelity retail and institutional funds and monitoring operational controls. You will have oversight of the tax reclaim and reconciliation operations teams and coordinate the activities of third-party service providers. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims. You will also have the opportunity to assist in the development and implementation of tax policies for the mutual funds and alternative investment products and to assist in the evaluation of tax implications of complex securities and complex events impacting the funds/products. The Asset Management Treasurer's Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.
Requirements
- Bachelor's Degree
- A minimum of 6 years industry or equivalent experience, including experience with tax reclaims
- Excellent analytical skills and strong interpersonal and communication skills
- Commitment to accuracy, quality and completion of tasks
- Excellent organizational and project/process and relationship management skills
- Motivated self-starter with the ability to work independently
- Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention
- Unwavering commitment to accuracy, quality, and completion of tasks
- Possess excellent organizational, operations, and project/process management skills
- Possess strong research and analytical skills
- Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
Nice To Haves
- Technical knowledge of the Internal Revenue Code, Treasury Regulations and other Tax Authority related to mutual funds and/or alternative investment products is a plus
Responsibilities
- Overseeing the tax reclaim process of the Fidelity retail and institutional funds
- Monitoring operational controls
- Oversight of the tax reclaim and reconciliation operations teams
- Coordinating the activities of third-party service providers
- Partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims
- Assisting in the development and implementation of tax policies for the mutual funds and alternative investment products
- Assisting in the evaluation of tax implications of complex securities and complex events impacting the funds/products
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
