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Analyst/Manager, Brokerage Operations Tax

Company: Fidelity Investments
Location: Jersey City
Posted on: September 19, 2023

Job Description:

Job Description:The RoleAs a Brokerage Tax Analyst/Manager, you will have the opportunity work with a team of professionals to interpret IRS regulations, document business requirements and complete testing for some of our non-retirement tax forms (1099, 480.6, 1042) to ensure we produce accurate tax forms. You will also assist in responding to complex client inquiries, lead the creation of a subset of our ad hoc form mailings, and support the delivery of our income reclassification process. As a critical member of the Tax Services team, you will contribute to the delivery of over 25 million tax forms to our customers while ensuring the accuracy of the data and complying with the IRS regulations.
The Expertise and Skills You Bring

  • Bachelor s degree in Accounting, Finance or Math preferred
  • 5+ years of experience in the Financial Services/Brokerage Industry
  • A record of demonstrating positive leadership qualities
  • Strong understanding of brokerage tax reporting (1099, 1042S, 480.6, etc.)
  • Proven ability to manage critical projects but prioritizing action items, meeting strict deadlines and managing operational risks in an Agile format
  • Willingness to pursue the SIE Exam/Series 99
  • Strong ability to communicate with staff, management, and business stakeholders
  • Strong ability to work well on teams and in cross-collaborative environments
  • Intermediate to advanced knowledge of Microsoft Office applications.
  • Experience managing escalation and handling complex tax inquiries from clients is a plThe TeamThrough your work as a Brokerage Tax Analyst/Manager, you will ensure we are responding to client inquiries in a timely fashion, work to complete exception processing tied to our income reallocation process, take on critical tax reporting projects and assist in ensuring we are delivering accurate tax forms to our clients.\u00A0 The goal of the team is to ensure accurate tax reporting while improving scalability to support a growing customer population and provide the best customer experience in the industry.Certifications:Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Jersey City , Analyst/Manager, Brokerage Operations Tax, Accounting, Auditing , Jersey City, New Jersey

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