What are the responsibilities and job description for the Payroll Tax Analyst position at Fidelity Investments?
Job Description
The Role
The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise And Skills You Bring
The Team
The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
Certifications
Category:
Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise And Skills You Bring
- 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.
- Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred
- Experience with U.S. withholding taxation and reporting requirements
- Confirmed understanding of tax systems
- Intermediate level in Microsoft Office Tools, specifically Excel and Word
- Experience working with IRS and multi-state taxation jurisdictions is required
- Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
- Experience working in the financial services industry is a plus
- Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies
- You can meet tight deadlines in a fast-paced environment
- You produce high quality work and can prioritize multiple projects
- You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills
- You take initiative while seeking appropriate guidance
- You are detail and process oriented with strong ability to organize and analyze data
- You’re a great collaborator
- You are committed to self-development, continuous learning and career advancement
- Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)
- Assist in analyzing relevant legislative changes and effectively communicate implications to management
- Prepare/review/update quarterly and year-end state tax rates
- Respond to inquiries on Federal and state notices
- Identify opportunities to improve and/or automate processes to improve efficiencies and controls.
- Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.
- Preparing and responding to required surveys
- Research, respond and resolve moderately complex associate withholding tax matters.
- Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties
The Team
The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
Certifications
Category:
Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.