Senior Manager, Fund Tax and Financial Reporting

The Role

Join our dynamic Tax group as a Senior Tax Manager, where you'll play a critical role in shaping tax policies and driving strategic initiatives. You will oversee the daily operations and ensure the timely and accurate completion of core deliverables for Fidelity's alternative investment products and Canadian Mutual Fund Trusts, including K-1s, federal and state income tax returns, and international filings.

Your expertise will help in implementing robust policies, procedures, and controls within the team, while building strong relationships with both internal and external partners.

The expertise and skills you bring

• BS in Accounting or Finance
• CPA and / or MST is preferred
• 5+ years of public accounting experience with a focus on Partnership taxation
• Experience with Regulated Investment Companies or Real Estate Investment Trusts is a plus
• Knowledge of Private Equity fund of funds taxation is advantageous
• Familiarity with InvestOne, Geneva, and Yardi is beneficial
• Deep understanding of Partnership tax and financial structures
• Broad knowledge of financial instruments and securities taxation
• Experience in tax research techniques
• Knowledge of various fund structures for different investor types
• Awareness of federal, state, and international filing requirements for partnerships and blockers
• Ability to effectively address complex operational and tax issues
• Proven ability to transition smoothly from strategy to execution
• Strong leadership and management capabilities to foster a positive work environment

The Team

The Tax Operations team is dedicated to delivering comprehensive tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. We collaborate closely with various internal operations teams including Shareholder Reporting, Compliance, Legal, and Fund Treasury to achieve our goals.

Please be informed that most roles at Fidelity follow a Hybrid model, requiring associates to be onsite every other week (all business days, M-F) in a Fidelity office. This may not apply to Remote or fully Onsite roles. Additionally, Fidelity is committed to adhering to the regulations of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, and other relevant laws which may affect employment eligibility based on criminal history.