Fidelity

Director, Asset Management Treasurer’s Office - Tax Oversight

Fidelity(2 months ago)

HybridFull TimeDirector$110,000 - $222,000Investment Operations
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About this role

A senior leadership role in Fidelity’s Asset Management Treasurer’s Office focused on tax oversight for the firm’s retail and institutional funds. The Director supports fiduciary governance, tax policy input for mutual funds and alternative products, and cross-functional collaboration with internal teams and external service providers.

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Required Skills

  • Tax Reclaims
  • Reconciliation
  • Tax Policy
  • Analytical Skills
  • Communication
  • Project Management
  • Relationship Management
  • Research
  • Risk Assessment
  • Operations Oversight

Qualifications

  • Bachelor’s Degree
Fidelity

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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