Multi-State Indirect Tax Analyst at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s degree in Accounting or Business (Master of Taxation is a plus)
1-3 years of multi-state Indirect tax experience in Big 4 public accounting or combination of public accounting and in-house tax department
Good understanding of indirect tax and state and local tax
Experience in preparing state and local tax returns and workpapers (Indirect tax experience is a plus)
Experience preferred in performing product analysis for sales/use tax determinations and multi-state software and technology tax technical knowledge
CPA is a plus
Experience working with tax compliance software (Vertex and PTMS preferred)
Proficiency in Microsoft Office Tools (i.e., Excel, Word, PowerPoint, etc.)
Proficiency in workflow tools such as Alteryx and Power BI
Experience in ERP and/or procurement systems, such as Oracle R12 and Ariba is a plus
Ability to meet tight deadlines in a fast-paced environment and prioritize multiple projects
Self-starter who takes initiative while seeking appropriate guidance
Strong accounting, analytical, and organizational skills; detail and process oriented producing high quality work
Excellent presentation, written, and oral communication skills
Collaborator communicating effectively with other professionals throughout the organization
Commitment to self-development, continuous learning, and career advancement

Responsibilities

Manage State and Local Indirect Tax function, including compliance
Manage State and Local Indirect Tax function, including audits/controversies
Manage State and Local Indirect Tax function, including planning
Manage State and Local Indirect Tax function, including system integrations for sales/use tax, personal property tax, and similar tax types
Work closely with the Director and other team members in the Corporate Tax team

Skills

Key technologies and capabilities for this role

Indirect TaxSales/Use TaxState and Local TaxTax ComplianceVertexPTMSAlteryxPower BIExcelOracle R12AribaMicrosoft OfficeTax ReturnsWorkpapersProduct Analysis

Questions & Answers

Common questions about this position

What is the salary range for the Multi-State Indirect Tax Analyst position?

The base salary range is $67,000-127,000 USD per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this position remote or does it require working in an office?

This information is not specified in the job description.

What skills and experience are required for this role?

Required qualifications include a Bachelor’s degree in Accounting or Business, 1-3 years of multi-state indirect tax experience in Big 4 public accounting or in-house tax, good understanding of indirect tax and state/local taxes, experience preparing state and local tax returns and workpapers, proficiency in Microsoft Office, Alteryx, and Power BI.

What is the company culture like for the tax team at Fidelity?

The Fidelity tax department is a fast-paced, team-focused, and dynamic work environment where professionals strive to provide high-quality tax services and develop efficient processes.

What makes a strong candidate for this Multi-State Indirect Tax Analyst role?

Strong candidates are highly motivated tax professionals with 1-3 years of multi-state indirect tax experience, strong analytical and organizational skills, ability to meet tight deadlines, and a commitment to self-development and continuous learning.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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