Senior Manager, Mutual Fund Tax
2 weeks 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. 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. Additional responsibilities include working with our IT Development Squads to solution system enhancements and create operational efficiencies. The Expertise and Skills You Bring Bachelor’s degree in accounting, finance, or another business-related field CPA or MST desired 7+ years of experience in mutual fund tax operations, or related tax-specialty 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. 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. The Tax Team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury Certifications:
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Senior Manager, Fund Financial
3 weeks ago
Merrimack, United States Fidelity Full timeSenior Tax ManagerThe Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and...
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Senior Manager, Fund Financial
5 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group,...
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Senior Manager, Fund Financial
6 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group,...
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Senior Manager, Fund Financial
7 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group,...
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Senior Manager, Fund Financial
11 hours ago
Merrimack, NH, United States Fidelity Investments Full timeJob Description:The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group,...
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Senior Manager, Fund Financial
1 week ago
Merrimack, NH, United States Fidelity Investments Full timeJob Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the...
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Manager, Fund Financial
7 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The RoleThe Tax Manager is primarily responsible for providing tax support and oversight for Fidelity’s alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:Analyzing the Funds books and records to provide accurate and timely...
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Senior Manager, Fund Accounting
5 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The RoleAs a Senior Manager, Billing & Expense, you will lead a team responsible for the accurate setup, calculation, invoicing, and payment of expense accruals and disbursements related to our Alternative products. You may also support other Fidelity Investments products, including approximately 500+ Retail and 2,000 Institutional...
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Senior Manager, Fund Accounting
7 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The RoleAs a Senior Manager, Billing & Expense, you will lead a team responsible for the accurate setup, calculation, invoicing, and payment of expense accruals and disbursements related to our Alternative products. You may also support other Fidelity Investments products, including approximately 500+ Retail and 2,000 Institutional...
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Senior Manager, Fund Accounting
7 days ago
Merrimack, United States Fidelity Investments Full timeJob Description:The Role As aSenior Manager, Billing & Expense , you will lead a team responsible for the accurate setup, calculation, invoicing, and payment of expense accruals and disbursements related to our Alternative products. You may also support other Fidelity Investments products, including approximately 500+ Retail and 2,000 Institutional products....
