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<h3>Job Description:</h3>The RoleThe Head of Brokerage Tax Operations and Services is responsible for leading a large team of tax operations and services professionals that deliver timely and accurate brokerage tax information to millions of Fidelity’s Brokerage and Retirement customers using a sophisticated technology suite and impactful analytical tools. They set the strategic vision for associates, processes and technology for cost basis, performance reporting, product tax reporting, entity level withholding and filing status. They hold a high standard of delivering operational excellence and superior customer service in a variety of simple and complex brokerage tax processes, projects and technology road maps. They bring a sense of urgency to the customer, a desire to lead in a collaborative culture, and a mindset to protect customers and the firm.<ul><li>Apply a deep understand of IRS tax regulations to the on-going brokerage tax processes and technology to ensure we are in continued compliance, information is accurate and delivered timely. </li><li>Develop a clear vision to deliver the next phase of tax reporting for the best customer experience.</li><li>Manage multi-million $ vendor relationships and contracts that tightly align with organization vendor management strategy.</li><li>Lead with passion, intellectual curiosity and a high degree of integrity to maintain a highly interactive and engaging work environment.</li><li>Coach managers for professional development and career vitality.</li><li>Build on a strong service-oriented and risk-based culture</li><li>Provide on-going scalable solutions, transparent reporting and data-driven decisions.</li><li>Think and work across the organization and build strong business relationships across the enterprise.</li></ul>The Expertise and Skills You Bring<ul><li>10+ years understanding of financial services brokerage product and tax operational workflows</li><li>College degree or equivalent work experience, advanced degree and/or account/industry certifications a plus</li><li>Strong leadership and people manager experience</li><li>Deep understanding of cost basis, OID, broker dealer required tax forms including 1099 series, 5498 as well as issuing 990-T forms</li><li>Working knowledge of tax regulations such as 1441, 1446(a) and (f) and 6045.</li><li>Working knowledge of hedge fund structures</li><li>Strong understanding of brokerage products and operations, including equity, mutual funds and alternatives, trading, margin, corporate actions tax and dividends</li><li>Ability to make risk-based decisions in adherence of strict regulatory environment</li><li>Commitment to communicate complex processes in a simplified manner to senior levels</li><li>Provide feedback to associate and manager levels</li><li>Create an environment for continuous process improvement</li><li>The ability to provide clear requirement to technology partners</li><li>Creating a team environment while reducing risk and increasing scale</li><li>Working knowledge of cost basis regulations and multi-faceted performance reporting calculations as well as IRS regulations and Unrelated Business Taxable Income. </li><li>The ability to work within a multinational environment and across multiple times zones. </li><li>Discuss details of IRS withholding and remittance files.</li><li>Understanding all broker dealer required tax forms, such as 1099 series, 5498 series as well as issuing 990T forms.</li><li>Series 7 and 24 required.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe teams handle numerous inquiries from multiple business units on topics from cost basis to wash sales and OID calculations to the tax interpretation of corporate actions. The teams must calculate both pre- and post-tax performance reporting calculations for over 10 million accounts. Clients rely on accurate cost basis and performance calculations in making trading decisions. The team responds to many inquiries and must receive annual training to keep knowledge current. They often speak with tax accountants and tax lawyers with front line clients reviewing the posted tax forms. We strive to be an industry leader through innovation and clear vision. The team coordinates multiple technology projects developing new content annually while finding ways to create scale.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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.The base salary range for this position is $103,000-$174,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Brokerage Operations

Fidelity Investments

Head of Brokerage Tax and Strategy

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The&nbsp;Master Technician performs vehicle repair and maintenance as assigned in accordance with dealer and factory standards and builds Customer loyalty by developing trust and ensuring confidence in AutoNation as a care-giver for their vehicle safety and reliability.&nbsp; &nbsp; Pay range up to $45 per hour<h1>What are the day-to-day responsibilities?</h1><ul><li>Performing vehicle repair and/or maintenance work as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory standards to drive Customer loyalty.</li><li>Communicating with Parts Department and Service Advisors regularly to effectively manage production and Customer communication.&nbsp;</li><li>Diagnosing the cause of any malfunction and perform repair, if authorized by the Customer.</li><li>Conducting multi-point inspections to make appropriate recommendations to ensure safety and reliability of Customer vehicles.</li><li>Documenting work performed on each vehicle on the repair order.</li><li>Maintaining an inventory of normal Technician’s tools not normally inventoried by the Service department as “special tools.”&nbsp;</li><li>Keeping abreast of factory technical bulletins and participating in factory-sponsored training classes as appropriate.</li><li>Providing an exceptional customer experience to drive loyalty</li></ul><h1>&nbsp; How will I know if I am successful?</h1>The performance of a Master Technician is measured by achieving:<ul><li>Targeted production</li><li>Targeted sales</li><li>Targeted Customer Satisfaction Index</li></ul><h1>&nbsp; What are the requirements for this job?</h1><ul><li>High School diploma or equivalent</li><li>2+ years experience as an automotive technician</li><li>Automotive technical training (varies based on store needs)</li><li>Attention to detail</li><li>Organization and follow-up skills</li><li>Valid in-state driver’s license and have and maintain an acceptable, safe driving record</li></ul><h1>&nbsp; What are the opportunities for career growth?</h1>Our Associates have many choices for career growth and development after success in a Service Technician role.&nbsp; Opportunities may include:<ul><li>Master-Certified Technician</li><li>Service Advisor</li><li>Service Management</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Master Certified Technician

Business Operations Analyst - The Business Operations Analyst is an integral member of Fidelity Digital Asset Management (FDAM). In this dynamic role reporting to the VP of Business Operations, you will help ensure the business runs smoothly by performing a combination of responsibilities: executing on various business management routines, creating business reporting, and supporting our governance routines. You will work with business partners such as Compliance, Legal, Risk, and Finance on these efforts, as well as with others across FDAM. Hybrid in Westlake, TX; Boston, MA or Merrimack, NH The Purpose of the Role <ul> <li>Coordinate &amp; support governance routines, including three FDAM committees </li><li>Own FDAM team routines (FDAM Connect, Townhalls, &amp; some FDAM offsite support) </li><li>Create critical business reporting such as Seed Capital Dashboard and the Monthly Business Reports covering business development, product, operations, technology, legal, risk, compliance, as well as metrics, such as assets under management and flows </li><li>Lead new hire onboarding/offboarding, as well as license and access management </li><li>Support budget and expense management, vendor management &amp; due diligence </li><li>Coordinate record retention, resiliency planning, &amp; business continuity </li></ul> The Expertise &amp; Skills You Bring <ul> <li>3-5 years of shown experience in financial services, preferably in project management or business operations </li><li>Bachelor’s degree required; emphasis on business and/or financial services preferred </li><li>Ability to execute on operational processes with minimal direction </li><li>Desire to work alongside investment professionals and senior leaders </li><li>Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities </li><li>Excellent engagement skills, including the ability to work across FDAM as well as other Fidelity business units </li><li>Experience in financial services and/or crypto industry </li><li>Self-starter with good organization and capability to influence others </li><li>Skilled in creating presentations, data analysis, and reporting using PowerPoint and Excel </li></ul> The Value You Deliver <ul> <li>A strong partner to the investment team and management team </li><li>Ensure processes enforce to established policies &amp; procedures </li><li>Support business priority changes and new requests </li></ul> 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation Information about Fidelity Investments At Fidelity, we are focused on 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 experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers

Fidelity TalentSource

Business Operations Analyst

Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX. Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. The Expertise and Skills You Bring <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li><li>Your outstanding attention to detail </li><li>Your positive outlook </li><li>Your strong work ethic </li></ul> The Value You Deliver <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills. </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Transaction Processor

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The&nbsp;Skilled Technician performs vehicle repair and maintenance as assigned in accordance with dealer and factory standards and builds Customer loyalty by developing trust and ensuring confidence in AutoNation as a care-giver for their vehicle safety and reliability.&nbsp; &nbsp;Our Technicians are paid based on an industry-leading technician wage grid that provides pay between $23 - $32 per flag hour based on experience, plus opportunities for overrides and longevity bonus based on a combination of tenure and manufacturer certifications.Dealership highlights: <ul><li>Climate Controlled shop</li><li>Completely remolded shop in the next few months</li><li>Main techs average 120 - 140 hours per pay period</li><li>Techs able to have 2 bays</li></ul><h2>What are the day-to-day responsibilities?</h2><ul><li>Performing vehicle repair and/or maintenance work as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory standards to drive Customer loyalty.</li><li>Communicating with Parts Department and Service Advisors regularly to effectively manage production and Customer communication.&nbsp;</li><li>Diagnosing the cause of any malfunction and perform repair, if authorized by the Customer.</li><li>Conducting multi-point inspections to make appropriate recommendations to ensure safety and reliability of Customer vehicles.</li><li>Documenting work performed on each vehicle on the repair order.</li><li>Maintaining an inventory of normal Technician’s tools not normally inventoried by the Service department as “special tools.”&nbsp;</li><li>Keeping abreast of factory technical bulletins and participating in factory-sponsored training classes as appropriate.</li><li>Providing an exceptional customer experience to drive loyalty</li></ul><h2>&nbsp; How will I know if I am successful?</h2><ul><li>The performance of a Skilled Technician is measured by achieving:</li><li>Targeted production</li><li>Targeted sales</li><li>Targeted Customer Satisfaction Index</li></ul><h2>&nbsp; What are the requirements for this job</h2><ul><li>High School diploma or equivalent</li><li>2+ years experience as an automotive technician</li><li>Automotive technical training (varies based on store needs)</li><li>Attention to detail</li><li>Organization and follow-up skills</li><li>Valid in-state driver’s license and have and maintain an acceptable, safe driving record</li></ul><h2>&nbsp; What are the opportunities for career growth?</h2><ul><li>Our Associates have many choices for career growth and development after success in a Service Technician role. &nbsp;Opportunities may include:</li><li>Master-Certified Technician</li><li>Service Advisor</li><li>Service Management</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Mid-level Technician

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?As the Operations Manager you will shape and guide a fast-growing, dynamic Automotive Service startup. Your primary responsibilities will be to oversee AutoNation Mobile Service field operations in your territory. You will ensure that AutoNation Mobile Service's strategic vision is executed in a highly efficient, measurable, and scalable manner. You will grow and manage a high-performing service delivery team and strongly collaborate across the entire organization to achieve growth and profitability targets.<h2>WE WILL DEPEND ON THIS PERSON TO</h2><ul><li>Review the work forecasts and determine productivity requirements to during the day to meet the overall regional objectives</li><li>Optimize the market coverage in your area and service areas of the existing AutoNation Mobile Service vans</li><li>Run daily stand-ups with the technicians at the HUB</li><li>Develop and execute fleet service standard operating procedures</li><li>Manage, motivate and grow the technician workforce with focus on required technicians’ skill level and directing towards efficiency of the dedicated workforce, this includes timecards, schedule management and staff management leveraging the centrally provided HR systems</li><li>Enhance the current workshop and stocking infrastructure. Identifying and contracting a suitable operations home base to park and stock the service vans, specifically for the Fleet and location-based service operations</li><li>Collaborate with parts and dispatch central team members in your market area to enhance pre-booking and Repair Order volume growth</li><li>Manage and develop a team of fleet designated managers, team leaders, service technicians, service advisors and reinforce the role of the launch manager in close alignment with the sales team &nbsp;</li><li>Cooperate closely with the fleet sales team members to achieve service sales targets and maintain customer satisfaction&nbsp;</li><li>Specify digital product requirements supporting the efficient service execution (site scheduling, technician scheduling, parts identification and ordering, bonus, and timecard accounting, etc.)&nbsp;</li><li>Work on site to perform field visits, coach, manage, motivate and grow the technician workforce for Fleet with a focus on required technicians’ skill level and directing towards the efficiency of the dedicated workforce, this includes timecards, schedule management, and staff management leveraging the centrally provided HR systems</li><li>Enhance the current hubs and stocking infrastructure</li><li>Interact daily with sales and account management to ensure all stakeholders are aligned&nbsp;</li><li>Be the point of escalation for material service-related issues and proactively recommend go-forward solutions&nbsp;</li><li>Ability to travel &nbsp;</li><li>Identifying and contracting a suitable operations home base to park and stock the service vans, specifically for the Fleet and location-based service operations</li><li>Identify improvement opportunities and initiate optimization measures along with fleet service operations (scheduling, dispatch, service/repair execution, customer interaction, and follow-up, fleet repair van/tool handling, etc.)&nbsp;</li></ul><h2>YOU SHOULD HAVE</h2><ul><li>An undergraduate degree from an accredited college or university is preferred</li><li>5+ years of experience in operations management, process design, and execution across various teams and regions&nbsp;</li><li>Experience in establishing partnership focused operating procedures with the ability to find workable compromises across the entire company (incl. product, technology, marketing, finance, and operations)</li><li>Industry experience in automotive, mobility, home services, or a delivery related business.</li><li>Experience in leading operations teams across various operation sites&nbsp;</li><li>Experience overseeing and growing customer-related operations including customer service and field services</li><li>Strong ability to manage and motivate staff through excellent communication and operational involvement</li><li>Experience with directly interacting with customers and issue/conflict resolution&nbsp;</li><li>Knowledge on how to leverage data analytics to support change management and standardize procedures across teams/regions&nbsp;</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Operations Manager III

Job Requirements This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.

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