Representative - Brokerage Operations Tax
Fidelity
About this role
A Cost Basis Service role within Fidelity’s Tax Services and Operations in Ireland, supporting tax reporting for retail, institutional, and advisor clients. The position sits in the Operations and Services Group and contributes to maintaining accurate cost basis data for IRS 1099 reporting and internal business collaboration.
Skills
Qualifications
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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About Fidelity
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Fidelity.
Salary
$44k – $60k
per year