Hybrid Senior Tax Analyst – State Income Tax

at skillventory - A Leading Talent Research Firm

• Job title: Senior Tax Analyst – State Income Tax
• Job type: Full Time
• Experience level: Senior
• Salary: $80,000 - $153,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Merrimack, United States

About the role

• Senior Analyst supporting state and local income tax compliance and controversy at Fidelity Investments. Involves collaboration with internal and external partners for accurate tax reporting and resolution of notices.

Responsibilities

• supports the Company’s state and local income tax compliance, reporting, and controversy activities
• responsible for preparing and reviewing state tax workpapers and filings, resolving notices, and assisting with tax accounting and legislative analysis
• works closely with team members, internal partners, and external advisors to ensure accurate, timely, and compliant state tax reporting
• plays a key role in supporting the Company’s state and local income tax compliance, planning, and controversy activities
• responsible for preparing and reviewing state income tax workpapers, returns, estimates, and extensions, as well as assisting with effective tax rate calculations and book ‑ to ‑ tax analyses
• support the resolution of state tax notices and audits, research and monitor legislative developments, and help communicate potential impacts to internal stakeholders
• expected to exercise sound judgment, apply technical knowledge, and take ownership of assigned workstreams while continuing to build broader business and tax acumen
• offers meaningful exposure to both compliance and tax planning, as well as opportunities to contribute to process improvements, documentation, and technology ‑ enabled efficiencies within the state tax function.

Requirements

• 3 - 5 years of corporate tax experience in Big 4 public accounting or combination of public accounting and in-house corporate tax
• Bachelor’s degree in accounting or business; advanced degree or certifications (e.g., CPA, JD, MSA, MST) preferred
• Strong knowledge of multi-state and federal consolidated group corporate taxation
• Proficiency in Microsoft Office Tools (i.e. Excel, Words, PowerPoint, etc.); familiarity with Microsoft Power Platform is a plus
• Confirmed understanding of tax systems (Corptax preferred)
• Proven track record of delivering accurate, high‑quality work across competing projects
• Self‑motivated, detail‑oriented professional with strong organization, communication and data analysis skills
• Effective collaborator who works well across teams and with external partners
• Demonstrated commitment to continuous learning and professional growth.

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career