Director, Tax Counsel

Fidelity Investments Inc.; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading investment management firm in Boston is seeking a Director, Tax Counsel. This role involves advising on tax matters, collaborating across teams, and managing complex compliance projects. The ideal candidate has a J.D. or C.P.A. with over 3 years of experience, excels in communication, and possesses strong project management skills. The position requires a hybrid work model with onsite work every other week.

Qualifications

• 3+ years of relevant law firm, Big 4 or industry experience as a practicing attorney or CPA.
• General comfort with tax laws, regulations and practices.
• Ability to work independently under pressure in a dynamic environment.

Responsibilities

• Advise partners on structuring and general tax compliance.
• Translate complex tax rules for non-tax colleagues.
• Manage multiple, competing tasks simultaneously.

Skills

Legal and tax expertise

Project management

Collaboration skills

Strong communication skills

Analytical skills

Education

J.D. or C.P.A.

Job description

Job Description:

The Role

The FMR LLC Corporate Tax Department is seeking a Director, Tax Counsel to become a member of the Tax Planning team, providing support on a wide variety of tax matters for Fidelity business teams, including financings, restructurings, various business ventures and related acquisitions and dispositions. This position will be responsible for working with our partners to advise on structuring and general tax compliance for projects and investments impacting Fidelity and its shareholders. The ideal candidate will have a background in partnership tax and transactions and will be comfortable communicating tax-related concepts to audiences with varying degree of tax expertise.

The Expertise and Skills You Bring

• J.D. or C.P.A. with 3+ years of relevant law firm, Big 4 or industry experience as a practicing attorney or CPA
• General comfort with tax laws, regulations and practices, particularly those related to Subchapter K
• Ability to translate rules and work with non-tax colleagues to develop solutions and manage transactions
• Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously
• Collaboration skills and the ability to work as a member in a team context; ability to build relationships with a range of partners across the company
• Excellent advocacy and project management skills
• Willingness to learn new areas and manage matters to completion
• Exceptional judgment to analyze complex legal and business issues in a variety of substantive areas and escalate those that need additional attention
• Highly organized, self-motivated and self-directed, but comfortable with reporting lines that require acquiring approvals and buy-ins from numerous constituents
• Strong communications and presentation skills, including the ability to communicate sophisticated legal concepts clearly and efficiently
• Excellent writing and analytical skills

The Team

The FMR LLC Corporate Tax Department team is composed of more than 50 lawyers and CPAs who advise and support on tax matters across the Fidelity organization, including the firm’s asset management business. Team members are based primarily out of Fidelity’s Boston office.

Certifications:

Category:

Finance

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.

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.