Senior Manager, Mutual Fund Tax

7 days ago


Merrimack, New Hampshire, United States Soteriare Full time
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Senior Manager, Mutual Fund Tax

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locations

Merrimack, NH

Westlake, TX

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

Job Description:
The Role

The Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, including fiscal and excise tax provisions, annual financial statement disclosures, quarterly compliance tests, fund distribution calculations, 1120-RIC and Form 8613 tax returns, and shareholder year-end tax deliverables.

In addition, as a Senior Tax Manager, you will share your knowledge with staff-level associates on securities taxation and complex derivatives including futures, swaps, and options.

Additional responsibilities include working with our IT Development Squads to solution system enhancements and create operational efficiencies.
The Expertise and Skills You Bring
Bachelor's degree in accounting, finance, or another business-related field
CPA or MST desired
7+ years of experience in mutual fund tax operations, or related tax-specialty
Strong knowledge of Subchapter M, and common RIC book-tax differences
Broad knowledge of accounting and tax principles
Familiarity with tax research techniques
Ability to work in a fast-paced, deadline-oriented, team environment
Strong verbal and written communication skills
Ability to embrace and adapt to an ever-changing regulatory and technological environment

The Team

The Tax Team is part of the Fidelity Fund and Investment Operations (FFIO) business unit, which provides accounting and investment management support services to Fidelity businesses and mutual fund shareholders.

The Tax team, along with the Shareholder Reporting Team, makes up the Fund Administration Group within FFIO.

The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products.

The Tax Team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.


Certifications:

Category:
Investment Operations

About Us


At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of

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