Description

Job Description:

Job Title: Director, Asset Management Treasurer's Office - Tax Oversight

The Role

As a Director of Tax Oversight in Asset Management's Treasurer's Office, you will be responsible for overseeing the tax reclaim process of the Fidelity retail and institutional funds and monitoring operational controls. You will have oversight of the tax reclaim and reconciliation operations teams and coordinate the activities of third-party service providers. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims. You will also assist in the development and implementation of tax policies for the mutual funds and alternative investment products and to assist in the evaluation of tax implications of complex securities and complex events impacting the funds. Participation in industry-wide meetings and conferences is also encouraged.

The Expertise & Skills You Bring

• Bachelor's Degree
• A minimum of 8 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, Tax Treaties and other Tax Authority related to mutual funds and/or alternative investment products
• 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

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Asset Management Treasurer's Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

The base salary range for this position is $110,000-222,000 USD 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Investment Operations

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