Senior Manager, Tax

Fidelity Investments • Westlake, TX

43d • Onsite

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. Fidelity will not provide immigration sponsorship for this position. 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 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

• Proven experience in tax compliance, regulatory advisory or other confirmed experience.
• Strong knowledge and understanding of the tax framework that applies to Fidelity's product offering.
• Ability to research and apply tax requirements to existing businesses, new product offerings, and new business ventures.
• Experience in the compliance, brokerage, or financial services industry.
• Ability to apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels.
• Self-initiating and solutions-oriented personality.
• Good judgment and discretion.
• Effective written and verbal communication skills.
• 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.

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

• Provide oversight and guidance to assist Fidelity associates meet statutory and regulatory requirements.
• Support and enable growth of Fidelity by providing sound tax compliance advice and leadership.
• Anticipate regulatory matters.
• Craft effective supervisory and compliance programs.
• Implement new rules.
• Evaluate compliance with policies.
• Recommend ambitious and incremental improvements.
• Provide thought leadership.
• Support implementation of new technology.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior