Senior Fund Tax Manager: RIC & Derivatives

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Senior Tax Manager to lead reviews of RIC tax workpapers, supervise staff, and ensure accurate tax provisions and disclosures for mutual funds.

The role involves handling complex derivatives taxation, collaborating with IT squads for system enhancements, and delivering timely tax deliverables in a fast-paced environment. Onsite work model is in effect; strong communication and regulatory adaptability are required.

Qualifications

• Bachelor’s degree in accounting, finance, or another business-related field.
• CPA or MST desired.
• 7+ years of experience in mutual fund tax operations, or related tax-specialty.
• Strong knowledge of Subchapter M, and common RIC book-tax differences.
• Broad knowledge of accounting and tax principles.
• Familiarity with tax research techniques.
• Ability to work in a fast-paced, deadline-oriented, team environment.
• Strong verbal and written communication skills.
• Ability to embrace and adapt to an ever-changing regulatory and technological environment.

Responsibilities

• Review detailed workpapers for Regulated Investment Companies, including tax provisions and disclosures.
• Support quarterly compliance tests and fund distribution calculations.
• Prepare 1120-RIC and Form 8613 tax returns and shareholder year-end tax deliverables.
• Share tax knowledge with staff on securities taxation and derivatives.
• Collaborate with IT Development Squads to implement system enhancements and increase efficiency.

Skills

Verbal and written communication

Deadline oriented

Team environment

Education

Bachelor’s degree in accounting/finance

CPA or MST desired

Job description

Fidelity Investments Inc. is seeking a Senior Tax Manager to lead reviews of RIC tax workpapers, supervise staff, and ensure accurate tax provisions and disclosures for mutual funds.

The role involves handling complex derivatives taxation, collaborating with IT squads for system enhancements, and delivering timely tax deliverables in a fast-paced environment. Onsite work model is in effect; strong communication and regulatory adaptability are required.