Finance Internship at Zurich's North American Headquarters in Schaumburg, IL for Summer 2026. Support various teams within the Finance organization and gain hands - on experience.
SF
Hybrid Director, Fund Financial – Tax Reporting
Posted 9 hours ago
About the role
- Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
Responsibilities
- Responsible for assessing how new and changing requirements affect regulatory reports and filings
- Assemble critical information and coordinate comprehensive end to end analyses for production team leads
- Create requirement summaries to inform the broader Shareholder Reporting staff
- Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements
- Summarize and communicate impacts of new requirements to Senior Management and key business partners
- Coordinate and maintain documentation for ongoing reference
- Coordinate and deliver training to improve staff's understanding of new requirements
Requirements
- Bachelor’s Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank
- CPA preferred
- Familiarity with regulatory reports and filings for investment companies including their operational support processes
- Investment product knowledge including investment structures and their regulatory and compliance frameworks
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines
- Strong written and verbal communications skills
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint
- Power BI preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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