Fidelity Investments

Manager, Tax

Fidelity Investments Salt Lake City, UT

2097495-3

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.

The Role

Role

This role which 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 Fidelity Digital Assets℠ Services 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 tax reporting, state withholding remittance and reporting, manage projects for the information reporting, and host retrospectives.
  • Development of policies and procedures for 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 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.
  • Timely and successful delivery of 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 Go-to-Market & Strategic Planning 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

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 accommodations@fmr.com.
  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    Finance and Accounting/Auditing
  • Industries

    Financial Services

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