Senior Manager, Fund Financial & Tax Reporting

Job Description:

The Role

The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls.

The expertise and skills you bring

• BS in Accounting or Finance
• CPA and/or MST is preferred
• 5+ years of public accounting experience in Partnership taxation
• Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus
• Private Equity fund of funds tax experience a plus
• Experience with InvestOne, Geneva, and Yardi a plus
• Advanced knowledge of Partnership tax and associated structures
• Broad knowledge of financial instruments and securities taxation
• Familiarity with tax research techniques
• Familiarity with various fund structures suitable for different types of investors
• Familiarity with federal, state and international filing requirements of partnerships and blockers
• Ability to frame complex operational & tax issues and propose solutions
• Ability to seamlessly move from strategy to execution
• Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment