Senior Tax Analyst

Fidelity Investments Inc.; Boston (MA); Hybrid; USD 71,000 - 112,000; Full time

Job summary

An established industry player is seeking a highly motivated tax professional to join their Corporate Tax team in Boston. This role involves managing the State and Local Indirect Tax function, including compliance, audits, and planning. The ideal candidate will bring 3-5 years of multi-state indirect tax experience, preferably from a Big 4 firm, and a Bachelor's degree in Accounting or Business. The dynamic environment offers opportunities for continuous learning and career growth, making it an excellent opportunity for those looking to advance their careers in tax. Join a team committed to delivering high-quality tax services and improving processes.

Benefits

Health Care

Retirement Plans

Paid Time Off

Parental Leave

Charitable Matching

Educational Assistance

Student Loan Repayment

Tuition Reimbursement

Qualifications

• 3-5 years of multi-state indirect tax experience, preferably in Big 4.
• Experience with tax compliance software and ERP systems.

Responsibilities

• Manage State and Local Indirect Tax function including compliance and audits.
• Prepare and review state and local tax returns and workpapers.

Skills

Multi-state Indirect Tax Experience

Accounting

Analytical Skills

Communication Skills

Detail-oriented

Education

Bachelor’s Degree in Accounting or Business

Master of Taxation

Tools

Alteryx

Power BI

Vertex

PTMS

Oracle R12

Ariba

Microsoft Office

Job description

Job Description:

The Role

This individual will join the Corporate Tax team in Boston, working closely with the Director and team members to manage the 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 seeking to join a growing, high-caliber team environment, this is an excellent opportunity!

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, preferably in Big 4 public accounting or a 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 in reviewing and analyzing product data for sales/use tax determinations, and knowledge of multi-state software and technology tax.

• CPA certification is a plus.

• Proficiency with workflow tools such as Alteryx and Power BI.

• Proficiency in Microsoft Office (Excel, Word, PowerPoint).

• Experience with tax compliance software like Vertex and PTMS is preferred.

• Experience with ERP and procurement systems such as Oracle R12 and Ariba is advantageous.

• Ability to meet tight deadlines in a fast-paced environment and manage multiple projects effectively.

• Self-starter who takes initiative and seeks guidance when needed.

• Strong accounting, analytical, and organizational skills.

• Detail-oriented with a focus on quality and process improvement.

• Excellent presentation, written, and oral communication skills.

• Effective collaborator who communicates well across teams.

• Committed to self-development, continuous learning, and career growth.

The Team

The Fidelity tax department is a fast-paced, team-oriented, and dynamic environment. We aim to deliver high-quality tax services to FMR LLC and affiliates, continuously improving processes and developing our team members.

Compensation and Benefits

The base salary range for this position is $71,000-$112,000 annually. Placement within this range depends on responsibilities, location, experience, and other factors.

Additional compensation may include bonuses or other incentives. We offer a comprehensive benefits package, including health care, retirement plans, paid time off, parental leave, charitable matching, and educational assistance such as student loan repayment and tuition reimbursement.

Additional Information

Fidelity's business is governed by various securities and financial regulations, which may impact hiring practices regarding individuals with certain criminal histories.

Our hybrid work model combines onsite and remote work, with most roles requiring onsite presence every other week, Monday through Friday.

Certifications:

Category:

Finance