Manager, Fund Financial & Tax Reporting
Fidelity(1 month ago)
About this role
The Tax Manager at Fidelity focuses on tax matters for the firm’s alternative investment products, including U.S. partnerships, REITs, grantor trusts, and Canadian mutual fund trusts. The role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit and collaborates with internal partners across reporting, compliance, legal, and treasury.
Required Skills
- Tax Reporting
- Tax Research
- Fund Accounting
- Compliance
- Investor Reporting
- Time Management
- Interpersonal Skills
- Adaptability
- InvestOne
- Geneva
+1 more
Qualifications
- Bachelor's Degree in Finance or Accounting
About Fidelity
fidelity.comFidelity 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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