Senior Tax Analyst

Fidelity Investments

$80K — $153K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years of venture capital/private equity partnership tax experience (Big 4 or in-house)
  • Bachelor's degree in Accounting or Business; Master's in Taxation and/or CPA preferred
  • Experience with state and local partnership tax compliance
  • Knowledge of U.S. foreign reporting, including PFIC and CFC analysis
  • Ability to work independently while seeking guidance
  • Experience using Corptax or similar tax compliance software
  • Proficiency in Microsoft Office Suite, especially Word and Excel
  • Experience improving workflow efficiencies and operational effectiveness.

Responsibilities

  • Support partnership tax compliance for venture capital/private equity
  • Collaborate with the tax director and team on diverse projects
  • Implement compliance procedures to meet local and state requirements
  • Assist in foreign reporting and foreign source income calculations
  • Leverage technology to enhance operational efficiency and standardization
  • Contribute to continuous process improvement initiatives
  • Engage in professional development aligned with the team's growth objectives.

Benefits

  • Comprehensive health care coverage and emotional support
  • Market-leading retirement options
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement.
Full Job Description
Senior Tax Analyst - Partnership Tax

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Reporting to the tax director, this position is a key contributor to the venture capital / private equity partnership tax compliance group with significant growth opportunity. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.

The Expertise and Skills You Bring
  • 1 plus years of venture capital / private equity partnership tax experience in Big 4 public accounting or combination of public and in-house partnership tax
  • Bachelor's degree in Accounting or Business; Master's in taxation and/or CPA preferred
  • Experience with state and local partnership tax compliance requirements
  • Knowledge in U.S. foreign reporting including foreign source income calculations, PFIC and CFC analysis
  • Ability to work independently while seeking appropriate guidance
  • Experience using Corptax or comparable tax compliance software
  • Proficient in Microsoft Office Suite, specifically Word and Excel
  • Experience leveraging workflow applications to improve efficiency, standardization, and operational effectiveness.


The Team

The Fidelity tax department is a fast-paced, team-focused, and dynamic 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 always look for ways to provide high quality tax services and continuously develop efficient processes.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $80,000-$153,000 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.

Certifications:

Category:

Finance

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