Senior Manager, Tax

Fidelity•Jersey City, NJ

About The Position

The Senior Manager Tax supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occurs 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 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.

Requirements

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
Self-initiating and solutions-oriented personality
Good judgement and discretion
Effective written and verbal communication skills

Nice To Haves

MBA, or other advanced degree a plus
Experience working in the financial services industry in an operational or product tax role

Responsibilities

Providing oversight and guidance to assist Fidelity associates meet the statutory and regulatory requirements.
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.
Evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.