Senior Manager, Fund Financial & Tax Reporting

Fidelity Service Company • Merrimack, NH

83d • Onsite

About The Position

The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls.

Requirements

• BS in Accounting or Finance.
• CPA and/or MST is preferred.
• 5+ years of public accounting experience in Partnership taxation.
• Regulated Investment Company tax and/or Real Estate Investment Trust tax experience is a plus.
• Private Equity fund of funds tax experience is a plus.
• Experience with InvestOne, Geneva, and Yardi is a plus.
• Advanced knowledge of Partnership tax and associated structures.
• Broad knowledge of financial instruments and securities taxation.
• Familiarity with tax research techniques.
• Familiarity with various fund structures suitable for different types of investors.
• Familiarity with federal, state and international filing requirements of partnerships and blockers.
• Ability to frame complex operational & tax issues and propose solutions.
• Ability to seamlessly move from strategy to execution.
• Leadership and management skills.

Responsibilities

• Review workpapers and manage daily operations within the Tax group.
• Participate in setting tax policy and coordinating implementation.
• Set strategic goals and initiatives for the group.
• Manage relationships with internal and external business partners.
• Oversee execution of core deliverables for alternative investment products and Canadian Mutual Fund Trusts.
• Ensure timely and accurate execution of K-1s, estimates, federal and state income tax returns, international filings, and Canadian fund distributions.
• Implement and ensure accurate execution of team's policies, procedures, and controls.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree