Fidelity Investments · 2 months ago
Senior Manager, Asset Management Treasurer's Office - Tax Oversight
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$89K/yr - $180K/yr
6+ years expFidelity Investments is a leading financial services company, and they are seeking a Senior Manager of Tax Oversight in Asset Management’s Treasurer’s Office. This role is responsible for overseeing tax reclaim processes, monitoring operational controls, and coordinating with third-party service providers.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
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/products
Qualification
Required
Bachelor's Degree
A minimum of 6 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 and other Tax Authority related to mutual funds and/or alternative investment products is a plus
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
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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