Senior Manager, Fiduciary Tax

3 months ago

Smithfield, United States Fidelity Investments Full time
Job Description:

The Senior Manager, Fiduciary Tax is responsible for the management of all phases of tax related compliance for new accounts from acceptance through filing of initial tax return and ongoing tax related compliance for Fidelity Personal Trust Company, FSB (FPTC) trust accounts. The FPTC tax group facilitates the timely and accurate filing of fiduciary income tax returns, including estimated tax payments and collaborate with business partners as well as high net worth individuals and trust clients across the U.S. The Senior Manager, Fiduciary Tax plays a lead role on complex tax related issues, while also providing tax related training and problem resolution support for the FPTC trust offering and works closely with external tax preparers, Trust Operations, Trust Administration, and other Fidelity departments.

The Team

Our purpose at FPTC is to provide a comprehensive trust services solution to our clients. The Senior Manager, Fiduciary Tax supports that purpose by helping to ensure that FPTC is meeting its fiduciary duties to beneficiaries and clients. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

The Expertise and Skills You Bring
  • 5+ years tax preparation and review experience related to individual, trust and estate federal and state tax filings.
  • Bachelor's degree in accounting, finance or equivalent related experience. Strong fiduciary or administrative experience will be considered
  • CPA or IRS Enrolled Agent preferred.
  • General comfort with trust documents, reviewing and interpreting accounting concepts and state filing requirements
  • Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously within time constraints and deadlines
  • Strong communications and presentation skills, including the ability to communicate technical guidance and share knowledge among teams with diverse skills and backgrounds
  • Commitment to interact frequently with trust administration, internal business partners, outside vendors and tax authorities in a positive, friendly, and timely manner
  • Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and ensure accurate account set up from inception
  • Review coding of data to ensure all information flows properly through our systems ensuring accuracy of tax returns created for the trusts and beneficiaries. Familiarity with trust accounting platforms, and Thomson Reuters OneSource or equivalent tax software.


Certifications:

Category:

Investment Operations

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).

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