Senior Tax Analyst – State Income Tax
Job Description:
The Role
The Senior Analyst, State Income Tax supports the Company’s state and local income tax compliance, reporting, and controversy activities. This role is responsible for preparing and reviewing state tax workpapers and filings, resolving notices, and assisting with tax accounting and legislative analysis. The Senior Analyst works closely with team members, internal partners, and external advisors to ensure accurate, timely, and compliant state tax reporting.
The Senior Analyst, State Income Tax plays a key role in supporting the Company’s state and local income tax compliance, planning, and controversy activities. This position is well‑suited for a detail‑oriented tax professional who is eager to deepen their technical expertise, gain exposure to complex multistate tax matters, and contribute to a collaborative, high‑performing tax function.
In this role, the Senior Analyst will be responsible for preparing and reviewing state income tax workpapers, returns, estimates, and extensions, as well as assisting with effective tax rate calculations and book‑to‑tax analyses. The individual will also support the resolution of state tax notices and audits, research and monitor legislative developments, and help communicate potential impacts to internal stakeholders. Working closely with managers, senior leaders, and external advisors, the Senior Analyst will be expected to exercise sound judgment, apply technical knowledge, and take ownership of assigned workstreams while continuing to build broader business and tax acumen.
This role offers meaningful exposure to both compliance and tax planning, as well as opportunities to contribute to process improvements, documentation, and technology‑enabled efficiencies within the state tax function. The ideal candidate is proactive, organized, and comfortable managing multiple priorities in a deadline‑driven environment, with a strong interest in growing within a corporate tax organization.
The Expertise and Skills You Bring
3 - 5 years of corporate tax experience in Big 4 public accounting or combination of public accounting and in-house corporate tax.
Bachelor’s degree in accounting or business; advanced degree or certifications (e.g., CPA, JD, MSA, MST) preferred.
Strong knowledge of multi-state and federal consolidated group corporate taxation.
Proficiency in Microsoft Office Tools (i.e. Excel, Words, PowerPoint, etc.); familiarity with Microsoft Power Platform is a plus.
Confirmed understanding of tax systems (Corptax preferred).
Proven track record of delivering accurate, high‑quality work across competing projects.
Self‑motivated, detail‑oriented professional with strong organization, communication and data analysis skills.
Effective collaborator who works well across teams and with external partners.
Demonstrated commitment to continuous learning and professional growth.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
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. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s 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 and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.