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Fidelity Investments · 17 hours ago

Payroll Tax Analyst

Merrimack, NH

Full-time

Hybrid

Senior Level

5+ years exp

Fidelity Investments is seeking a Payroll Tax Analyst to join their tax group, which offers growth opportunities. The role involves collaborating with various business units to deliver tax solutions and ensure compliance with federal and state tax regulations.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)

Assist in analyzing relevant legislative changes and effectively communicate implications to management

Prepare/review/update quarterly and year-end state tax rates

Respond to inquiries on Federal and state notices

Identify opportunities to improve and/or automate processes to improve efficiencies and controls

Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance

Preparing and responding to required surveys

Research, respond and resolve moderately complex associate withholding tax matters

Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties

Qualification

Individual tax experienceU.S. withholding taxationTax systems understandingMicrosoft ExcelData analytic toolsIRSMulti-state taxationAccounting skillsAnalytical skillsProcess orientedProblem solvingNegotiation skillsWritten communicationOral communicationCollaborationDetail oriented

Required

5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax

Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred

Experience with U.S. withholding taxation and reporting requirements

Confirmed understanding of tax systems

Intermediate level in Microsoft Office Tools, specifically Excel and Word

Experience working with IRS and multi-state taxation jurisdictions is required

Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)

Experience working in the financial services industry is a plus

Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies

You can meet tight deadlines in a fast-paced environment

You produce high quality work and can prioritize multiple projects

You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills

You take initiative while seeking appropriate guidance