What are the responsibilities and job description for the Tax Analyst position at Fidelity Investments?
Job Description
The Role
This individual will be joining the Corporate Tax team in Boston, working closely with the Director and other team members to manage State and Local Indirect Tax function, including compliance, audits/controversies, planning, and system integrations for sales/use tax, personal property tax and similar tax types. If you are a highly motivated tax professional looking to join a growing, high caliber team environment, then, this is an opportunity for you!
The Expertise and Skills You Bring
The Fidelity tax department 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 group, you will be joining a group of professionals who consistently look for ways to provide high quality tax services and continues to develop efficient processes.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications
Category:
Finance
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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
This individual will be joining the Corporate Tax team in Boston, working closely with the Director and other team members to manage State and Local Indirect Tax function, including compliance, audits/controversies, planning, and system integrations for sales/use tax, personal property tax and similar tax types. If you are a highly motivated tax professional looking to join a growing, high caliber team environment, then, this is an opportunity for you!
The Expertise and Skills You Bring
- Bachelor’s degree in Accounting or Business. Master of Taxation is a plus.
- 1-3 years of multi-state Indirect tax experience in Big 4 public accounting or combination of public accounting and in-house tax department
- Good understanding of indirect tax and state and local
- Experience in preparing state and local tax returns and workpapers. Indirect tax experience is a plus.
- Experience preferred in performing product analysis for sales/use tax determinations and multi-state software and technology tax technical knowledge.
- CPA is a plus.
- Experience working with tax compliance software (Vertex and PTMS preferred)
- Proficiency in Microsoft Office Tools (i.e., Excel, Words, PowerPoint, etc.
- Proficiency in workflow tools such as Alteryx and Power BI
- Experience in ERP and/or procurement systems, such as Oracle R12 and Ariba is a plus
- Ability to meet tight deadlines in a fast-paced environment and prioritize multiple projects.
- Self-starter who takes initiative while seeking appropriate guidance.
- Strong accounting, analytical, and organizational skills.
- Detail and process oriented producing high quality work.
- Excellent presentation and written and oral skills.
- Collaborator communicating effectively and well with other professionals throughout the organization.
- Commitment to self-development, continuous learning and career advancement.
The Fidelity tax department 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 group, you will be joining a group of professionals who consistently look for ways to provide high quality tax services and continues to develop efficient processes.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications
Category:
Finance
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.
