Fidelity Investments
Senior Manager, Fund Financial & Tax Reporting
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Senior Manager, Fund Financial & Tax Reporting
Join to apply for the Senior Manager, Fund Financial & Tax Reporting role at Fidelity Investments. The Role
The Senior Tax Manager is responsible for reviewing workpapers and managing daily operations within the Tax group. The Senior Tax Manager participates in setting tax policy, coordinating implementation of such policies, setting strategic goals and initiatives for the group, and managing relationships with internal and external partners. The Senior Tax Manager oversees the timely and accurate execution of the team’s core deliverables for Fidelity’s alternative investment products and Canadian Mutual Fund Trusts, including K‑1s, estimates, federal and state income tax returns, international filings, and certain qualification tests and Canadian fund distributions. The Senior Tax Manager implements and ensures accurate execution of team policies, procedures, and controls. Expertise and Skills
BS in Accounting or Finance CPA and/or MST preferred 5+ years of public accounting experience in partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management – ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team
The primary responsibilities of the team include providing tax compliance services for U.S. 40‑Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Seniority Level
Mid‑Senior level Employment Type
Full‑time Job Function
Finance and Sales
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Join to apply for the Senior Manager, Fund Financial & Tax Reporting role at Fidelity Investments. The Role
The Senior Tax Manager is responsible for reviewing workpapers and managing daily operations within the Tax group. The Senior Tax Manager participates in setting tax policy, coordinating implementation of such policies, setting strategic goals and initiatives for the group, and managing relationships with internal and external partners. The Senior Tax Manager oversees the timely and accurate execution of the team’s core deliverables for Fidelity’s alternative investment products and Canadian Mutual Fund Trusts, including K‑1s, estimates, federal and state income tax returns, international filings, and certain qualification tests and Canadian fund distributions. The Senior Tax Manager implements and ensures accurate execution of team policies, procedures, and controls. Expertise and Skills
BS in Accounting or Finance CPA and/or MST preferred 5+ years of public accounting experience in partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management – ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team
The primary responsibilities of the team include providing tax compliance services for U.S. 40‑Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Seniority Level
Mid‑Senior level Employment Type
Full‑time Job Function
Finance and Sales
#J-18808-Ljbffr