Tax Director-Fidelity Pricing and Cash Management Services (FPCMS)

Tax Director-Fidelity Pricing and Cash Management Services (FPCMS) - 1000348

Description

This position is responsible for the tax compliance services provided by the Alternative Product Group (APG) within the Fidelity Pricing and Cash Management Services (FPCMS) tax group. This is a leadership role that will require developing/maintaining client relationships; prioritizing deliverables; managing staff; and coordinating intake or new products. The products serviced by the APG group include: Canadian Mutual Fund Trusts managed by Fidelity Investments Canada, Non-registered U.S. partnerships, and U.S. partnerships registered a Investment Company Act of 1940 under master-feeder arrangements

Fidelity Pricing & Cash Management Services (FPCMS) provides accounting and investment management support services to Fidelity mutual funds and other investment vehicles, as well as to many Fidelity business partners.

Primary Responsibilities

· Directly managing tax compliance of 40 Act Master-Feeder products and increase coordination with 40 Act tax group

· Provide point of contact for all clients

· Manage emerging issues posed by regulatory issues; new products and investments

· Expand existing relationship with compliance unit located in India

· Serve as leader a nine person Boston based team

Qualifications

Education and Experience


· Minimum of seven years of investment company tax experience required

· Bachelors degree in accounting

· CPA and/or advanced degree preferred

Skills and Knowledge


· Knowledge of investment company products and financial instruments

· Able to frame complex operational & tax issues and propose solutions

· Able to educate and persuade at senior management level

· Able to move from strategy to execution

· Leadership and management - able to lead a work group; set goals and priorities, provide coaching and feedback, maintain a positive work environment

· Experience with Canadian Mutual Fund Trusts not required; On the job training provided

Company Overview

Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Mutual Fund Accounting

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No

Nearest Major Market: Boston
Job Segments: Accounting, Compliance, Finance, Law, Legal, Management, Manager, Tax