Join PwC's Tax team as a Summer Intern or Graduate in New Zealand. Advise clients on tax rules and implications while gaining practical experience.
SF
Hybrid Senior Manager, Asset Management – Tax Oversight
Posted 3 months ago
About the role
- Senior Manager of Tax Oversight in Fidelity’s Asset Management team, overseeing tax reclaim processes and collaborating with service providers.
Responsibilities
- overseeing the tax reclaim process of the Fidelity retail and institutional funds and monitoring operational controls
- oversight of the tax reclaim and reconciliation operations teams and coordinate the activities of third-party service providers
- 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
Requirements
- Bachelor’s Degree
- A minimum of 6 years industry or equivalent experience, including experience with tax reclaims
- Excellent analytical skills and 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 is 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
- Unwavering commitment to accuracy, quality, and completion of tasks
- Possess excellent organizational, operations, and project/process management skills
- Possess strong research and analytical skills
- Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
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
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