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Senior Tax Analyst

AT Fidelity Investments
Fidelity Investments

Senior Tax Analyst

Boston, MA

Job Description:

The Role

This individual will be joining the Corporate Tax team in Boston, working closely with the Director and other team members to manage State and Local Indirect Tax function, including compliance, audits/controversies, planning, and system integrations for sales/use tax, personal property tax and similar tax types. If you are a highly motivated tax professional looking to join a growing, high caliber team environment, then, this is an opportunity for you!

The Expertise and Skills You Bring

  • Bachelor's degree in Accounting or Business. Master of Taxation is a plus.
  • 3-5 years of multi-state Indirect tax experience in Big 4 public accounting or combination of public accounting and in-house tax department
  • Experience in preparing and reviewing state and local tax returns and workpapers. Indirect tax experience is a plus.
  • Experience preferred in reviewing and performing product analysis for sales/use tax determinations and multi-state software and technology tax technical knowledge
  • CPA is a plus.
  • Proficiency in workflow tools such as Alteryx and Power BI
  • Proficiency in Microsoft Office Tools (i.e., Excel, Words, PowerPoint, etc.)
  • Confirmed understanding of tax compliance software (Vertex and PTMS preferred)
  • Experience in ERP and/or procurement systems, such as Oracle R12 and Ariba is a plus
  • Ability to meet tight deadlines in a fast-paced environment and prioritize multiple projects.
  • Self-starter who takes initiative while seeking appropriate guidance.
  • Strong accounting, analytical, and organizational skills.
  • Detail and process oriented producing high quality work.
  • Excellent presentation and written and oral skills.
  • Collaborator communicating effectively and well with other professionals throughout the organization.
  • Commitment to self-development, continuous learning and career advancement.

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The Team

The Fidelity tax department is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who consistently look for ways to provide high quality tax services and continues to develop efficient processes.

The base salary range for this position is $71,000-$112,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:

Finance

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA; Greenwood Village, CO, USA
Job ID: Fidelity-2109928
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.