Senior Tax Analyst – State Income Tax

Fidelity Investments • Smithfield, RI

22h • $80,000 - $153,000 • Hybrid

About The Position

The Senior Analyst, State Income Tax supports the Company’s state and local income tax compliance, reporting, and controversy activities. This role is responsible for preparing and reviewing state tax workpapers and filings, resolving notices, and assisting with tax accounting and legislative analysis. The Senior Analyst works closely with team members, internal partners, and external advisors to ensure accurate, timely, and compliant state tax reporting. The Senior Analyst, State Income Tax plays a key role in supporting the Company’s state and local income tax compliance, planning, and controversy activities. This position is well‑suited for a detail‑oriented tax professional who is eager to deepen their technical expertise, gain exposure to complex multistate tax matters, and contribute to a collaborative, high‑performing tax function. In this role, the Senior Analyst will be responsible for preparing and reviewing state income tax workpapers, returns, estimates, and extensions, as well as assisting with effective tax rate calculations and book‑to‑tax analyses. The individual will also support the resolution of state tax notices and audits, research and monitor legislative developments, and help communicate potential impacts to internal stakeholders. Working closely with managers, senior leaders, and external advisors, the Senior Analyst will be expected to exercise sound judgment, apply technical knowledge, and take ownership of assigned workstreams while continuing to build broader business and tax acumen. This role offers meaningful exposure to both compliance and tax planning, as well as opportunities to contribute to process improvements, documentation, and technology‑enabled efficiencies within the state tax function. The ideal candidate is proactive, organized, and comfortable managing multiple priorities in a deadline‑driven environment, with a strong interest in growing within a corporate tax organization.

Requirements

• 3 - 5 years of corporate tax experience in Big 4 public accounting or combination of public accounting and in-house corporate tax.
• Bachelor’s degree in accounting or business; advanced degree or certifications (e.g., CPA, JD, MSA, MST) preferred.
• Strong knowledge of multi-state and federal consolidated group corporate taxation.
• Proficiency in Microsoft Office Tools (i.e. Excel, Words, PowerPoint, etc.); familiarity with Microsoft Power Platform is a plus.
• Confirmed understanding of tax systems (Corptax preferred).
• Proven track record of delivering accurate, high‑quality work across competing projects.
• Self‑motivated, detail‑oriented professional with strong organization, communication and data analysis skills.
• Effective collaborator who works well across teams and with external partners.
• Demonstrated commitment to continuous learning and professional growth.

Responsibilities

• preparing and reviewing state income tax workpapers
• preparing and reviewing returns, estimates, and extensions
• assisting with effective tax rate calculations and book‑to‑tax analyses
• support the resolution of state tax notices and audits
• research and monitor legislative developments
• help communicate potential impacts to internal stakeholders
• contribute to process improvements, documentation, and technology‑enabled efficiencies within the state tax function

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

What This Job Offers

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