Senior Manager, Asset Management Treasurer's Office - Tax Oversight at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Asset Management, Financial ServicesIndustries

Requirements

Bachelor’s Degree
A minimum of 6 years industry or equivalent experience, including experience with tax reclaims
Excellent analytical skills
Strong interpersonal and communication skills
Commitment to accuracy, quality and completion of tasks
Excellent organizational and project/process and relationship management skills
Technical knowledge of the Internal Revenue Code, Treasury Regulations and other Tax Authority related to mutual funds and/or alternative investment products (a plus)
Motivated self-starter with the ability to work independently
Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention
Possess strong research and analytical skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

Responsibilities

Overseeing the tax reclaim process of the Fidelity retail and institutional funds
Monitoring operational controls
Oversight of the tax reclaim and reconciliation operations teams
Coordinate the activities of third-party service providers
Partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims
Assist in the development and implementation of tax policies for the mutual funds and alternative investment products
Assist in the evaluation of tax implications of complex securities and complex events impacting the funds/products

Skills

tax reclaim

tax reconciliation

operational controls

project management

relationship management

Internal Revenue Code

Treasury Regulations

mutual funds

alternative investments

analytical skills

research skills

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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