MANAGER, TAX
Fidelity Investments
Smithfield RI 02917 US
Job Description:
Fidelity Digital Assets? is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. It is the first step towards a long-term vision to create a full-service enterprise-grade platform for storing, trading, and servicing eligible digital assets.
This Project Manager The individual in this role will be working with business partners throughout Fidelity and externally. Be a part of the initial build from the design of the forms to the policies and procedures. The Project Manager will be heavily involved in the process of continuing to build out the foundation of our FDAS Tax capabilities and will be asked to seek out and drive new projects that add value to the business. Some of the known key focus areas that will require support include:
- Develop & implement retirement tax reporting, state withholding remittance and reporting, manage projects for the information reporting, and host retrospectives.
- Development of policies and procedures for the retirement tax forms and state withholding process
- Work across Fidelity and with external business partners to ensure the most accurate and complete reporting for our clients, while ensuring the business partners are a part of the development
The Expertise and Skills You Bring
- Bachelor’s degree or equivalent work experience.
- Project management experience preferred.
- Deep knowledge of retirement tax knowledge.
- Experience with withholding and remittance.
- Analytical and problem-solving skills.
- Ability to communicate effectively while working with diverse teams in cross-collaborative environments.
- Ability to prioritize and manage multiple projects simultaneously.
The Value You Deliver
- Timely and successful delivery of retirement tax forms to our clients, as well as remittance to the state and federal government
- Ability to go above and beyond the base level of analysis help with strategy on key business decisions.
- The ability to take sophisticated topics and explain the key points to technical and non-technical audiences.
The Team
As a key part of the product delivery cycle, the Crypto Tax team collaborates deeply with Fidelity Digital Assets?’ product, operations, sales, and service teams to ensure business readiness for the rollout of new or enhanced capabilities and key cross-business initiatives. Fidelity Digital Assets? is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. Established in 2018, Fidelity Digital Assets? combines the operational and technical capabilities of one of the world’s largest and most diversified financial services providers with deep and dedicated blockchain expertise to deliver a differentiated offering for institutional investors.
#Cryptosupport
The base salary range for this position is $71,000-$112,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].
