Manager, Fund Financial & Tax Reporting jobs in United States
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Fidelity Investments · 4 hours ago

Manager, Fund Financial & Tax Reporting

positionRoanoke, TX
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Tax Manager to provide tax support and oversight for alternative investment products. The role involves analyzing funds' records for accurate tax information reporting and ensuring compliance with various tax agencies.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Investment management tax operationsTax compliance servicesTax research techniquesAccounting principlesAccounting platformsInterpersonal skillsTime management skillsCollaborative environmentAdaptability

Required

Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements

Preferred

Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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