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Fidelity Investments

Co-op, Corporate Tax Associate

Fidelity Investments, Boston, MA, United States


Job Description:

The Team

The Corporate Tax Group provides comprehensive federal, state, local and international tax services to FMR LLC (including its subsidiaries and affiliates) and the Devonshire Investor/Pembroke-advised entities. These services include tax planning and tax compliance services and managing examinations by federal, state, local and non-U.S. tax authorities and controversies arising therefrom. The Corporate Tax Group also is responsible for financial statement accounting for income taxes and monitoring proposed tax legislative and regulatory developments.

The Role

The Tax Analyst Co-op role on the Corporate Tax team is to prepare and review audit-ready workpapers and tax returns and to assist senior tax department personnel in providing tax planning services to Fidelity's financial services and other businesses. The primary responsibilities listed below will assist the Corporate Tax team in completing all key deliverables due during the time of the Co-Op.

Primary Responsibilities include:

* Prepare international, federal, state and local income and franchise tax returns, primarily for pass-through entities and corporations;

* Prepare analysis and support to assist with financial accounting and reporting for income taxes including identifying and documenting positions, reconciling general ledger accounts, preparing quarterly and annual tax provisions and other related financial statement disclosures;

* Assist in examinations by taxing authorities by preparing responses and appropriate schedules;

* Develop and improve compliance processes and utilize technologies to facilitate tax reporting functions;

* Assist with adhoc projects working with various members across the Corporate Tax Group;

* Assist in monitoring legislative and regulatory changes to U.S. federal and state tax laws.

Key Tax Deliverables during Co-Op:

* Federal and State Tax Returns

* Tax Estimates and Extensions

* Foreign Transaction Reporting

* Income Tax Provisions

* IRS and State Audit Responses

* Responses to Tax Notices

What Will You Bring

* GPA of 3.0 or higher (overall and in major)

* Working towards a degree in Accounting, Finance, Business or other related fields

* Strong computer skills, knowledge of Microsoft Office Products (such as Word and Excel)

* Interest in learning various areas of tax law

* Bright, innovative, energetic, and eager to learn

* Strong problem solving and analytical skills

* Leadership experience in school, extracurricular activities, and/or work settings

* Positive attitude and goal-driven

* Team player who takes initiative and works constructively with others to achieve team goals

* Ability to work on multiple tasks and manage priorities and workload

* Strong written and interpersonal communication skills

Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 Accommodation Team by sending an email to accommodations@fmr.com.

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