Tax Analyst at Charger Logistics responsible for managing tax compliance and developing tax strategies. Collaborate with accounting and auditors while ensuring legal compliance with Mexican tax regulations.
SF
Hybrid Senior Manager, Asset Management – Tax Oversight
Posted 5 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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