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Fidelity Investments

Senior Tax Analyst - State Income Tax

Posted 17 Days Ago
Be an Early Applicant
4 Locations
71K-112K Annually
Mid level
4 Locations
71K-112K Annually
Mid level
Support state and local income tax compliance, controversies, planning, and system integration while collaborating with corporate tax teams.
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Job Description:

Job Description

Responsible primarily for supporting the state and local income tax team, this position is a key contributor to the tax compliance group.  If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.

The Team

The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.

The Expertise You Have

  • 4-6 years of corporate tax experience in Big 4 public accounting or combination of public accounting and in-house corporate tax
  • Bachelor’s degree in Accounting or Business; Master’s in taxation and/or CPA preferred
  • Solid understanding in multi-state taxation of corporation and federal corporate consolidated group taxation
  • Proficiency in Microsoft Office Tools (i.e. Excel, Words, PowerPoint, etc.)
  • Confirmed understanding of tax systems (Corptax preferred)
  • Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
  • Experience working in the financial services industry is a plus

The Purpose of Your Role

The ideal candidate will be detailed driven and have experiences in large multi-state corporate income tax compliance environment. This is a hands-on position responsible for supporting the state and local income tax services including compliance, controversies, tax planning and system integration related services and requires the ability to multi-task in a fast-paced environment. Communicating effectively and working well with others is just as important as the tax work you’ll do. This person will also work across Corporate Tax teams and with other professionals throughout the organization.  

The Skills You Bring

  • You are able to meet tight deadlines in a fast-paced environment  
  • You produce high quality work and can prioritize multiple projects
  • You have strong accounting, analytical, written and oral skills
  • You are able to take initiative while seeking appropriate guidance
  • You are detail and process oriented with strong ability to organize and analyze data
  • You are a great collaborator
  • You are committed to self-development, continuous learning and career advancement

The Value You Deliver

  • Resolve state notices
  • Prepare/review state apportionment schedules
  • Prepare/review state and local income tax returns and relevant state modifications
  • Prepare/review quarterly state income tax estimates and year-end extensions
  • Provide support on state income tax controversy work
  • Analyze relevant legislative changes and effectively communicate implications to management
  • Prepare/review and analyze book/tax differences
  • Prepare/review quarterly and year-end effective state tax rates for tax accounting

The base salary range for this position is $71,000-$112,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:Finance

Top Skills

Alteryx
Corptax
Microsoft Office Tools
Power BI

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