Manager, Fund Financial & Tax Reporting

Tax Manager

The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for :

• Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
• Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065 / K-1 / K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.

The Expertise and Skills You Bring :

The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.