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

Job title

Senior Manager, Asset Management – Tax Oversight

Job type

Experience level

Senior

Salary

$89,000 - $180,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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