Tax Director

1 week ago

boston, United States Fidelity TalentSource LLC Full time


Job Description:

This individual will be joining the Corporate Tax team in Boston, responsible for managing 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 Team

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.

The Expertise You Have

  • Minimum of 8-10 years of multi-state indirect tax experience, including responsibility for managing sales/use tax and/or personal property tax compliance and controversies and providing planning support and system integrations
  • Bachelor’s degree in Accounting or Business; Masters in Taxation and/or CPA preferred
  • Experience providing advisory and performing product analysis for sales/use tax determinations and multi-state software and technology tax technical knowledge
  • Experience in managing multi-state voluntary disclosures and sales tax system implementation initiatives are a plus
  • Experience working with tax compliance software, such as Vertex, is a plus
  • Experience in ERP and/or procurement systems, such as Oracle R12 and Ariba is a plus
  • Proficiency in workflow tools such as Alteryx and Power BI, in addition to Microsoft Office Tools (i.e., Excel, Words, PowerPoint, etc.)

The Purpose of Your Role

The ideal candidate will be self-motivated and have experience in a large multi-state sales/use and property tax consulting, compliance, and nexus issues. This individual must communicate effectively and work well with others across all levels. The ideal candidate will also be solution driven with a big picture mindset.  This is a highly visible role that interfaces with the leadership from all business units throughout the organization and our shared service teams such as Procurement and Corporate Account Payables.  This person will also work across the various Corporate Tax teams, outside vendors, and with other professionals throughout the organization.  

The Skills You Bring

  • You communicate clearly with various levels of management, business partners, vendors and at the level that is best understood by the audience.
  • You demonstrate strong skills in developing junior team members and influencing peers.
  • You demonstrate strong tax technical, research and analytical skills.
  • You have strong experience writing clearly and persuasively, for tax professionals and business executives.
  • You demonstrate strong project management skills.
  • You thrive on working in a team-based environment.
  • You can multitask and work in a fast-paced environment and deliver on tight deadlines.

The Value You Deliver

  • Manage and oversee all aspects of the indirect tax function, including the preparation and review of multi-state sales/use, personal property and other applicable taxes and filings.
  • Identify opportunities to improve and/or automate tax compliance processes to improve efficiencies and controls.
  • Provide leadership, support and development of two to three direct and indirect reports.
  • Monitor nexus footprint and filing requirements on an ongoing basis, including but not limited to working with business partners to determine impact of changes in business activities and laws and facilitating proper process to be compliant.
  • Serve as the 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.
  • Facilitate any state and local registrations with business partners.
  • Research sales and use tax matters and keeping up-to-date on current regulatory changes, tax practices and technical issues.
  • Support new business and department initiatives through participation or representing Tax on cross-functional teams, and management of enterprise projects.
  • Develop plans to modify and improve existing processes to reduce future audit risk.
  • Develop and maintain accounting policies related to the tax area and maintain the related documentation to ensure adherence with all standards
  • Research tax regulations and tax rules to support projects and initiatives.
  • Provide tax guidance to support internal contacts or other areas of finance team.


Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com.

  • Tax Director

    1 month ago

    Boston, United States Stealth Recruiting Services Full time

    Tax Director REMOTE (Must be located in Eastern/Central states) CPA certification is required 7 to 10 years of experience in non-profit Job Description: The company is looking for a Tax Director to oversee the firm’s tax policies and objectives; monitors reporting and planning to ensure compliance with applicable tax statutes; ensures accuracy of tax...

  • Audit and Accounts Director Designate

    1 month ago

    Boston, United States PRO-TAX RECRUITMENT LIMITED Full time

    I am actively recruiting an Audit and Accounts Director Designate for a long-established firm based in Central London, with over 40 employees. Following an in-depth meeting with the Audit Partner yesterday, surrounding succession planning, I am eager to speak to ideally ACA qualified candidates who are eligible for RI status or who already are acting as a...

  • Audit and Accounts Director Designate

    1 month ago

    Boston, United States PRO-TAX RECRUITMENT LIMITED Full time

    I am actively recruiting an Audit and Accounts Director Designate for a long-established firm based in Central London, with over 40 employees. Following an in-depth meeting with the Audit Partner yesterday, surrounding succession planning, I am eager to speak to ideally ACA qualified candidates who are eligible for RI status or who already are acting as a...

  • Audit and Accounts Director Designate

    2 weeks ago

    Boston, United States PRO-TAX RECRUITMENT LIMITED Full time

    I am actively recruiting an Audit and Accounts Director Designate for a long-established firm based in Central London, with over 40 employees. Following an in-depth meeting with the Audit Partner yesterday, surrounding succession planning, I am eager to speak to ideally ACA qualified candidates who are eligible for RI status or who already are acting as a...

  • Corporate Tax Director

    1 month ago

    Boston, United States RGH‑Global Limited Full time

    Position: Corporate Tax Director Location: East Midlands (Hybrid 2 days in the office) Role: Permanent Salary: Negotiable (Plus Benefits) Hours: Full Time Annual Leave: 27 Days Start: ASAP Our client is one of the UKs top regional accountancy firms, specializing in accountancy/tax as well as supporting clients with legal services, IT support, and wealth...

  • Tax Director

    2 weeks ago

    Boston, United States Marcum Search LLC Full time

    Marcum LLP offers a great career with exceptional benefits.There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...

  • Internal Firm Tax Director

    1 week ago

    Boston, United States Cherry Bekaert Full time

    Cherry Bekaert Internal Firm Tax Director Boston, Massachusetts Apply NowRanked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling...

  • Tax Director/Manager Leader

    1 month ago

    Boston, Massachusetts, United States Signature Staffing, Inc. Full time

    About the JobThe organization is seeking a CPA Tax Director or Tax Manager. This is an incredible opportunity for the right individual.This role is ideal for a knowledgeable and dedicated self-starter who desires flexibility and a work/life balance. The company is located in a stable and rewarding environment. The company has experienced rapid growth in...

  • Tax Director

    4 weeks ago

    Boston, United States Trefoil Search Group Full time

    A global industry leader continues to grow and is seeking a seasoned Tax leader. This is an opportunity to join a world-class group built on professionalism, teamwork, personal growth, and a desire to impact company success.If you are in public accounting and looking to move to the private sector or want to improve your career success, this is an outstanding...

  • Tax Director – Healthcare

    1 month ago

    Boston, United States EisnerAmper LLP Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools...

  • Tax Director – Healthcare

    3 months ago

    Boston, United States EisnerAmper Full time

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to...

  • Tax Director

    2 weeks ago

    Boston, MA, United States Marcum Search LLC Full time

    Marcum LLP offers a great career with exceptional benefits. There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...

  • CPA Tax Director/Manager

    2 months ago

    Boston, United States Signature Staffing, Inc. Full time $120 - $175

    About the JobThe organization is seeking a CPA Tax Manager or Tax Director. Incredible opportunity for the right person.This position is ideal for a knowledgeable and dedicated self-starter who desires flexibility, a work/life balance, and a long-term working relationship in a stable and rewarding environment. The company is located in Andover, MA....

  • Tax Director

    1 week ago

    Boston, United States EisnerAmper LLP Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Senior Tax Accountant

    1 month ago

    Boston, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob DescriptionSenior Tax Accountant $100-130k/yearly sign on bonus potential Hybrid 4x week onsite Parking options available Our legal client located in Boston's Seaport is looking for a Senior Tax Accountant with expertise in High Net Worth Individuals, Private Client Trusts, and Estates. The role involves joining a growing team,...

  • Tax Director

    1 week ago

    Boston, United States Fidelity Investments Full time

    Job Description:This individual will be joining the Corporate Tax team in Boston, responsible for managing 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...

  • Tax Director

    1 week ago

    Boston, United States Fidelity Investments Inc. Full time

    Job Description:This individual will be joining the Corporate Tax team in Boston, responsible for managing 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...

  • Associate Director

    1 week ago

    Boston, United States JTC Group Full time

    ROLE OVERVIEW PURPOSE OF JOB The role sits within Group Tax division, which reports into the CFO. The role’s primary responsibility is the management of the Group’s US tax obligations, including the preparation and filing of all federal, state and local tax returns, ensuring timely and accurate payment and filing of tax liabilities and returns and...

  • Associate Director

    1 week ago

    Boston, United States JTC Group Full time

    ROLE OVERVIEW PURPOSE OF JOB The role sits within Group Tax division, which reports into the CFO. The role’s primary responsibility is the management of the Group’s US tax obligations, including the preparation and filing of all federal, state and local tax returns, ensuring timely and accurate payment and filing of tax liabilities and returns and...

  • TAS - M&A Tax Director - Confidential Search

    2 weeks ago

    Boston, MA, United States Regal Executive Search Full time

    TAS - M&A Tax Director - Confidential Search Job Description TAS - M&A Tax Director The Transaction Advisory Services - M&A Tax Director is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence,...