Manager of Tax Operations

2 weeks ago

Smithfield, Ohio, United States Fidelity Investments Full time
Job Overview:

Fidelity Digital AssetsSM represents an innovative business segment dedicated to transforming emerging concepts into practical solutions within the digital asset sector, catering to Fidelity's clients and prospects. This initiative marks the beginning of a comprehensive vision aimed at establishing a robust, enterprise-grade platform for the storage, trading, and management of eligible digital assets.

Position Summary

The Tax Services Manager will collaborate with internal business partners and external stakeholders. This role is integral to the foundational development of Fidelity Digital AssetsSM Services Tax capabilities, focusing on the design of essential forms, policies, and procedures. The Tax Services Manager will actively pursue and lead new initiatives that enhance business value. Key responsibilities include:

  • Formulating and executing tax reporting, managing state withholding remittance and reporting, overseeing information reporting projects, and facilitating retrospectives.
  • Creating policies and procedures related to tax forms and the state withholding process.
  • Coordinating with Fidelity and external partners to ensure precise and comprehensive reporting for clients, while involving business partners in the development process.

Qualifications and Skills

  • A Bachelor's degree or equivalent professional experience.
  • Preferred experience in project management.
  • Extensive knowledge of tax regulations.
  • Familiarity with withholding and remittance processes.
  • Strong analytical and problem-solving abilities.
  • Effective communication skills, particularly in diverse and collaborative team settings.
  • Capability to prioritize and manage multiple projects concurrently.
  • Ensuring timely and accurate delivery of tax forms to clients, along with remittance to state and federal authorities.
  • Ability to provide strategic insights on key business decisions beyond basic analysis.
  • Proficiency in conveying complex topics to both technical and non-technical audiences.

Team Dynamics

  • The Go-to-Market & Strategic Planning team plays a crucial role in the product delivery cycle, working closely with Fidelity Digital AssetsSM's product, operations, sales, and service teams to ensure readiness for the launch of new or enhanced capabilities and significant cross-business initiatives. Established in 2018, Fidelity Digital AssetsSM is a subsidiary of Fidelity Investments, committed to developing products and services that facilitate access to digital asset markets for institutional and retail investors.

Company Overview

Fidelity Investments is a privately held firm with a mission to enhance the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer investment and technology solutions to institutions and independent advisors.

Join Our Team

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences lives, including your own. We provide flexible benefits that support you throughout your career journey, enabling you to thrive both professionally and personally. Recognized as a top workplace, we value integrity, honesty, and the safety of our associates and clients in a highly regulated environment.

Fidelity is an equal opportunity employer, committed to fostering a diverse workforce through a culture of inclusion and belonging.

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