Associate Analyst, Tax Operations - Digital Assets

Job Description:

The Role

As a member of the Fidelity Digital Assets Tax team, you will play a key role in information tax reporting for Fidelity and its customers. The team will be building procedures for the tax process and following those procedures to complete all our tax information reporting needs. This role will be primarily responsible for making basis updates to clients accounts, testing and validating tax reporting, and supporting the project managers build accurate and complete tax information reporting for Fidelity Digital Assets®. Active partnership in the continued improvement and expansion of the team's processes will also be central to the role.

The Expertise and Skills You Bring

• 0-3 years of experience in Tax, with experience in brokerage / capital markets a plus
• Familiarity with Fidelity's businesses and information reporting rules
• Ability to work and thrive in a fast paced, challenging environment
• Strong analytical, organizational, and problem-solving skills. Data analysis and visualization skills a plus
• Your curiosity and desire to support innovative initiatives to understand and handling tax rules for digital assets
• High attention to detail and quick with processing
• High degree of integrity and strong work ethic; decisive with orientation toward results; positive attitude
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

• Service customers by updating account information quickly and accurately
• Watching for process improvement capabilities
• Help review and validate tax forms, withholding, cost basis updates, withholding remittance, and reconciliation.
• Using your experience in the data processing, financial services, digital assets, or tax to support the Fidelity Digital Assets® needs
• Provide management with updates on the status of processing and form reviews