Senior Tax Analyst

  • Competitive
  • Boston, MA, USA
  • Festanstellung, Vollzeit
  • Fidelity Investments
  • 16 Jan 18 2018-01-16

Senior Tax Analyst

Fidelity Investments is seeking a Senior Tax Associate to join their growing Partnership Tax Compliance and Reporting team. The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.

The Expertise We're Looking For

  • Bachelor's degree in Tax, Accounting or Business; Masters in Taxation and/or CPA preferred
  • 2-4 years of tax experience, preferably with large public accounting firm
  • Working knowledge of federal and multi-state taxation of flow-through entities with an emphasis on venture capital, and private equity investment structures
  • Understanding of foreign disclosure analysis and compliance regarding various foreign investment vehicles
  • Familiar working with Excel, Corptax, Sage

The Purpose of Your Role

This position will focus on partnership domestic and international tax compliance and reporting obligations and plays an integral role in driving the internal work flows and processes which are critical to our tax compliance function. This position will work closely with the tax team members as well as other key support functions and business units to provide tax reporting to partners and insure that all federal and state tax filing requirements are met.

The Skills You Bring
  • Your strong tax preparation software and Excel skills
  • Your ability to communicate clearly with highest levels of management
  • Your demonstrated strong research and analytical skills
  • Your experience writing clearly and persuasively, for tax professionals and business executives
  • Your strong work ethic, and a desire to grow as a tax professional
  • Your desire to thrive on working well in a team-first environment

The Value You Deliver
  • Analyzing and review of federal book/tax differences for quarterly estimate and annual workpapers and corresponding federal, and state partnership tax returns
  • Preparing K-1 footnotes and foreign information reported to partners
  • Assisting in implementing various process improvements connected to federal and state compliance
  • Preparing tax provisions
  • Researching federal and state tax issues
  • Assisting in responding to questions from business units and outside tax advisors
  • Responsible for various Tax depreciation reports used for tax compliance and reporting

How Your Work Impacts the Organization

Fidelity's Corporate Tax Group provides comprehensive federal, state, local, and international tax services to FMR LLC (including its subsidiaries and affiliates) and the Devonshire Investors/Pembroke-advised entities. The Corporate Tax Group is responsible for:
  • Tax planning and tax compliance services
  • Managing examinations by federal, state, local and non-U.S. tax authorities and controversies arising therefrom
  • Preparing estimates to support tax distributions to FMR LLC shareholders and related information reporting to the members of the investor entities
  • Managing financial statement accounting for income taxes and monitoring proposed tax legislative and regulatory developments
Company Overview

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. For information about working at Fidelity, visit FidelityCareers.com


Fidelity Investments is an equal opportunity employer.