Tax Specialist
3 days ago
Job Overview
Fidelity TalentSource LLC seeks a highly skilled Tax Specialist to support client inquiries and maintain client cost information for purposes of providing accurate tax statements and client channels.
The successful candidate will provide cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail clients by processing service requests and providing subject matter expertise over the telephone. We also look for ways to improve the client experience, reduce client effort, and drive efficiency.
- Strong knowledge of IRS regulations and ability to communicate them to clients
- Excellent communication skills when resolving issues and providing exceptional customer service
- An understanding of the unique needs of each business group supported by the organization
- Bachelor's Degree and 1-3 years of proven experience working in financial services industry preferred
- Prior cost basis reporting experience and processing in a high-volume seasonal tax environment preferred
Key Responsibilities
- Provide cost basis research and explanation of cost basis calculations to clients
- Maintain client cost information for purposes of providing accurate tax statements and client channels
- Process service requests and provide subject matter expertise over the telephone
About Us
Fidelity Investments is a leading provider of investment products and services. We are committed to delivering exceptional value to our customers through innovative solutions and personalized service.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Salary and Benefits
The base salary range for this position is $39,000-$61,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
We invite you to learn more about our company culture and benefits 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.
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