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Fidelity Bank · 2 months ago

Director, Asset Management Treasurer’s Office - Tax Oversight

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$110K/yr - $222K/yr

8+ years exp

Fidelity Bank is a prominent financial institution seeking a Director of Tax Oversight in its Asset Management Treasurer’s Office. The role involves overseeing tax reclaim processes, managing operational controls, and collaborating with various teams to ensure compliance and efficiency in tax-related operations.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Overseeing the tax reclaim process of the Fidelity retail and institutional funds

Monitoring operational controls

Oversight of the tax reclaim and reconciliation operations teams

Coordinate the activities of third-party service providers

Think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims

Assist in the development and implementation of tax policies for the mutual funds and alternative investment products

Assist in the evaluation of tax implications of complex securities and complex events impacting the funds

Participation in industry-wide meetings and conferences

Qualification

Tax ReclaimsInternal Revenue CodeAnalytical SkillsProject ManagementInterpersonal SkillsJudgment SkillsResearch SkillsCommunication SkillsOrganizational SkillsSelf-Starter

Required

Bachelor's Degree

A minimum of 8 years industry or equivalent experience, including experience with tax reclaims

Excellent analytical skills and strong interpersonal and communication skills

Commitment to accuracy, quality and completion of tasks

Excellent organizational and project/process and relationship management skills

Technical knowledge of the Internal Revenue Code, Treasury Regulations, Tax Treaties and other Tax Authority related to mutual funds and/or alternative investment products

Motivated self-starter with the ability to work independently

Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention

Unwavering commitment to accuracy, quality, and completion of tasks

Possess excellent organizational, operations, and project/process management skills

Possess strong research and analytical skills

Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities