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
- Bachelor’s 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.
Fidelity’s 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.
Certifications:
Category:
Investment OperationsPlease 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.