Current jobs related to Senior Manager, Mutual Fund Tax - Merrimack - Fidelity TalentSource LLC
-
Senior Manager, Global Corporate Actions
16 hours ago
Merrimack, New Hampshire, United States Fidelity Investments Full timeJob Title: Senior Manager, Global Corporate ActionsFidelity Investments is seeking a highly skilled Senior Manager, Global Corporate Actions to join our team. As a key member of our Global Middle Office, you will be responsible for leading the research and processing of corporate actions for assets across our $2 trillion worth of assets under management.The...
-
Senior Derivatives Analyst
4 days ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly skilled Derivatives Analyst to join our team in Global Middle Office. As a key member of our Derivatives team, you will work closely with trading desks, global custodians, broker-dealers, and internal/external business partners to support derivatives trade confirmation, lifecycle events, and collateral management for...
-
Senior Sales Tax Analyst
4 days ago
Merrimack, New Hampshire, United States Connection Full time{"Responsibilities": "As a Senior Sales Tax Analyst at Connection, you will play a critical role in supporting the success of our team. You will be responsible for resolving sales tax issues, developing relationships with internal teams, and identifying opportunities to improve sales tax compliance. You will also be responsible for mentoring sales tax...
-
Senior Tax Compliance Analyst
3 weeks ago
Merrimack, New Hampshire, United States Connection Full timePosition Overview:Company BackgroundAt Connection, we simplify the complexities of information technology by bridging the gap between individuals and tech solutions. Whether it’s enhancing warehouse management, empowering the workforce, or safeguarding data, we deliver tailored solutions through a blend of hardware, software, cloud services, and dedicated...
-
Senior Tax Compliance Analyst
3 weeks ago
Merrimack, New Hampshire, United States Connection Full timePosition Overview:About UsAt Connection, we simplify the complexities of information technology by facilitating the link between individuals and tech solutions. Whether a client seeks enhanced management of their inventory, workforce empowerment, or data security, we provide tailored solutions through a blend of hardware, software, cloud services, and...
-
Senior Tax Compliance Analyst
3 weeks ago
Merrimack, New Hampshire, United States Connection Full timePosition Overview:Company BackgroundAt Connection, we specialize in simplifying the complexities of IT by facilitating the integration of technology and human resources. Our mission is to empower clients to enhance their operational efficiency, optimize workforce capabilities, and safeguard their information. We achieve this by delivering tailored...
-
Senior Derivatives Analyst
9 hours ago
Merrimack, United States Fidelity Investments Full timeJob Description: We are the Derivatives team that is a business unit within Global Middle Office. We work with Fidelity's trading desks, global custodians, broker-dealers, and various internal and external business partners to support derivatives trade confirmation, lifecycle events, and collateral management for Fidelity managed funds. Core processing and...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President to join our Asset Management Treasurer's Office. As a key member of our team, you will be responsible for overseeing the financial reporting process for our alternative, retail, and institutional funds.Key ResponsibilitiesLead the financial reporting process for our funds, ensuring...
-
Senior Manager, Alternative Accounting
1 day ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description:The Role As a Senior Manager within the Alternative Accounting team, you will have leadership responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity s alternative investment products.\u00A0 You will oversee a staff of associates performing accounting and pricing functions and act as the...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Description:The RoleAs a Senior Manager within the Alternative Accounting team, you will have leadership responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity's alternative investment products. You will oversee a staff of associates performing accounting and pricing functions and act as the primary...
-
Alternative Accounting Manager
2 weeks ago
Merrimack, New Hampshire, United States Fidelity Investments Full timeAbout the RoleThe Alternative Accounting Manager will oversee all aspects of accounting operations performed by the team supporting Fidelity's Alternative investment products. This role requires expertise in daily deliverable review and oversight, pivotal initiatives, business performance evaluation, and relationship management.Key ResponsibilitiesLead a...
-
Vice President, Asset Management Treasurer's Office
16 hours ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Description:Role Overview:We are seeking a highly skilled Vice President to join our Asset Management Treasurer's Office team. As a key member of our team, you will be responsible for Certification and Financial Reporting Oversight of Fidelity's alternative, retail, and institutional funds.Key Responsibilities:Monitor and understand regulatory...
-
Alternative Accounting Manager
6 days ago
Merrimack, New Hampshire, United States Fidelity Investments Full time{"The Role": "As a seasoned accounting professional, you will oversee the daily operations of the Alternative Accounting Team, ensuring seamless execution of accounting and pricing functions for Fidelity's alternative investment products. You will work closely with a team of associates, providing direction, leadership, and support to drive business...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a highly skilled Vice President to join our Asset Management Treasurer's Office team. As a key member of our team, you will be responsible for Certification and Financial Reporting Oversight of Fidelity's alternative, retail, and institutional funds.About the Role:This role requires a strong understanding of regulatory requirements...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a highly skilled Vice President to join our Asset Management Treasurer's Office team. As a key member of our team, you will be responsible for Certification and Financial Reporting Oversight of Fidelity's alternative, retail, and institutional funds.About the Role:This role requires a strong understanding of regulatory requirements...
-
Alternative Accounting Manager
1 week ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleThe Alternative Accounting Manager will oversee all aspects of accounting operations performed by the team supporting Fidelity's Alternative investment products. This role requires expertise in daily deliverable review and oversight, pivotal initiatives, business performance evaluation, and relationship management.Key ResponsibilitiesLead a...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Manager to join our Shareholder Reporting team at Fidelity TalentSource LLC. As a Senior Manager, Alternative Investments Reporting, you will play a critical role in preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory,...
-
Alternative Accounting Manager
1 month ago
Merrimack, United States Fidelity Investments Full timeJob Description: The Role As an Alternative Accounting Team Manager, you will have oversight responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity's Alternative investment products. You will work closely with a team of associates performing accounting and pricing functions and act as the primary contact for...
-
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Role As a Vice President (VP) in the Asset Management Treasurer s Office, you will be responsible for Certification and Financial Reporting Oversight of Fidelity s alternative, retail, and institutional funds. This role has a focus on understanding the regulatory requirements of the funds and supporting the financial statement...
-
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleThe Asset Management Treasurer's Office at Fidelity Investments is seeking a highly skilled and experienced professional to join our team as a Vice President, Asset Management Treasurer's Office, Financial Reporting and Compliance Oversight. This role will be responsible for providing financial reporting and compliance oversight for Fidelity's...
Senior Manager, Mutual Fund Tax
4 months ago
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.u00A0 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.u00A0 Additional responsibilities include working with our IT Development Squads to solution system enhancements and create operational efficiencies.u00A0
The Expertise and Skills You Bring
Bachelor s degree in accounting, finance, or another business-related field
CPA or MST desired
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.u00A0 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.u00A0 The Tax Team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
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 Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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
.
#J-18808-Ljbffr