Job Description
NOTE Fidelity will not provide immigration sponsorship for this position.
The Role
The Tax Representative is primarily responsible for analyzing the Funds books and records to provide accurate and timely fund distributions tax returns and shareholder reporting and to ensure compliance with various Tax Agencies. This includes 40-Act Retail Mutual Funds Canadian Mutual Fund Trusts Partnerships and ETFs. The Tax Representative is also responsible for the preparation of the dividend estimate on an annual and interim basis and the 1120-RIC tax returns and provide support for Tax related tasks. Ad hoc projects as needed.
The Expertise and Skills You Bring
Bachelors degree
General knowledge of accounting and tax principles
Knowledge of financial services industry is a plus not required
Experience in fund operations or tax strongly preferred but not required
Ability to work in a team environment
Ability to work in a deadline-oriented environment
Organizational and time management skills
Flexibility to work overtime as needed to fulfill the job requirements
Ability to embrace and adapt to an ever-changing 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.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100 onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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CategoryInvestment Operations
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring andor associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers our benefits support the belief that more balance you have the better you can achieve your goals.
Benefits
Company overview
Company overview
At Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 accommodationsfmr.com or by calling 800-835-5099 prompt 2 option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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