JO
JobMatchingPartnerHead of Tax
Head of Tax leading tax advisory function at a Maltese accounting firm. Implementing strategies, guiding compliance, and mentoring the advisory team.
SF
Hybrid Tax Representative
Posted 2 months ago
About the role
- Analyze the Funds books and records to provide accurate and timely fund distributions, tax returns and shareholder reporting and ensure compliance with various Tax Agencies
- Work with 40-Act Retail Mutual Funds, Canadian Mutual Fund Trusts, Partnerships and ETFs
- Prepare the dividend estimate on an annual and interim basis
- Prepare 1120-RIC tax returns and provide support for Tax related tasks and ad hoc projects as needed
- Collaborate with Shareholder Reporting, Compliance, Legal, and Fund Treasury and other internal business partners
- Provide tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products as part of the Tax Team within FFIO
Requirements
- Bachelor’s degree
- General knowledge of accounting and tax principles
- Knowledge of financial services industry is a plus, not required
- Experience in fund operations or tax strongly preferred but not required
- Ability to work in a team environment
- Ability to work in a deadline-oriented environment
- Organizational and time management skills
- Flexibility to work overtime (as needed) to fulfill the job requirements
- Ability to embrace and adapt to an ever-changing technological environment
Benefits
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
- Diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
JO
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