Tax Director/Senior Director

Fidelity Investments - Jersey City, NJ 07097 APPLY TO THIS JOB

As a member of Fidelity Operations and Services Group (OSG) Tax Operations team, you’ll engage associates in providing a world-class tax experience.

The Team

The OSG Tax Operations team is committed to delivering an exceptional tax experience for Fidelity clients. The team is responsible for performing key processes that support the financial and tax service needs of our clients. Additionally, this team plays a critical role in shaping the future of tax operations.

You will help develop and manage a team of skilled individuals who execute internal plans and key activities in Fidelity’s OSG Tax organization. You’ll develop strong relationships with leadership and oversee a wide array of tax initiatives that support business priorities and drive engagement.

The Expertise You Have

Bachelor’s Degree in Business, Accounting, or Finance.

Tax knowledge or background preferred.

5+ years of people management experience.

7+ years of Financial Services and/or operational experience.

Series 9/10 or 24 preferred.

Ability to communicate and execute strategic initiatives.

The Skills You Bring

Your proven leadership skills.

You’re a strong self-starter, relationship builder, and strategic thinker.

Your ability to work well on teams and in fast-paced, cross-collaborative environments.

You possess strong organizational and time management skills with the ability to balance multiple deliverables.

You’re creative and able to formulate innovative ideas, build consensus, and execute on them.

Your ability to think analytically and deliver solutions to complex challenges

You’re obsessed with quality, but can balance pace and perfection.

Your excellent interpersonal, verbal, and written communication skills.

The Value You Deliver

Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our clients and each other. Included in the value that you’ll deliver are:

Supporting complex operational needs while maintaining a ‘client first’ mentality.

Optimizing the tax experience at Fidelity and developing long-term, innovative solutions.

Driving high satisfaction, quality, and efficiency for both the client and Fidelity.

Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Mutual Fund Accounting

Primary Location: US-NJ-Jersey City

Schedule: Full-time

Job Level: Director

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 25 % of the Time

Jersey City, New Jersey
Jersey City, NJ


Fidelity Investments

Jersey City, New Jersey 07097

12/13/2018 7:54:24 AM


Mutual Fund Accounting