Senior Payroll Specialist
AlphaSenseSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax
- Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred
- Experience with U.S. withholding taxation and reporting requirements
- Confirmed understanding of tax systems
- Intermediate level in Microsoft Office Tools, specifically Excel and Word
- Experience working with IRS and multi-state taxation jurisdictions
- Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
- Experience working in the financial services industry is a plus
- Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies
- Ability to meet tight deadlines in a fast-paced environment
- Produce high quality work and prioritize multiple projects
- Strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills
- Take initiative while seeking appropriate guidance
- Detail and process oriented with strong ability to organize and analyze data
- Great collaborator
- Committed to self-development, continuous learning and career advancement
Responsibilities
- Prepare / review Federal and State withholding tax returns (monthly, quarterly, annual and amended)
- Assist in analyzing relevant legislative changes and effectively communicate implications to management
- Prepare/review/update quarterly and year-end state tax rates
- Respond to inquiries on Federal and state notices
- Identify opportunities to improve and/or automate processes to improve efficiencies and controls
- Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance
- Preparing and responding to required surveys
- Research, respond and resolve moderately complex associate withholding tax matters
- Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Payroll Tax Analyst role?
Candidates need 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or a combination of public accounting and in-house tax, along with experience working with IRS and multi-state taxation jurisdictions.
What is the salary or compensation for this position?
This information is not specified in the job description.
What is the work arrangement or location policy for this role?
This information is not specified in the job description.
What is the team environment like at Fidelity for this role?
The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment that strives to provide the best tax services.
What makes a strong candidate for the Payroll Tax Analyst position?
A strong candidate has a Bachelor’s degree in accounting, Finance, Business, or HR (Master’s in taxation or CPA preferred), strong accounting, analytical, problem-solving, negotiation, and communication skills, the ability to meet tight deadlines, and a commitment to collaboration 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