Tax Director - State and Local Indirect Tax

Job Description:

This individual will be joining the Corporate Tax team in Boston, responsible for managing State and Local Indirect Tax function, including compliance, audits/controversies, planning, and system integrations for sales/use tax, personal property tax and similar tax types. If you are a highly motivated tax professional looking to join a growing, high caliber team environment then this is an opportunity for you.

The Team

The Fidelity tax department is a fast-paced, team-focused, and dynamic work 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 consistently look for ways to provide high quality tax services and continue to develop efficient processes.

The Expertise You Have

• Minimum of 8-10 years of multi-state indirect tax experience, including responsibility for managing sales/use tax and/or personal property tax compliance and controversies and providing planning support and system integrations.
• Bachelor’s degree in Accounting or Business; Masters in Taxation and/or CPA preferred.
• Experience providing advisory and performing product analysis for sales/use tax determinations and multi-state software and technology tax technical knowledge.
• Experience in managing multi-state voluntary disclosures and sales tax system implementation initiatives are a plus.
• Experience working with tax compliance software, such as Vertex, is a plus.
• Experience in ERP and/or procurement systems, such as Oracle R12 and Ariba is a plus.
• Proficiency in workflow tools such as Alteryx and Power BI, in addition to Microsoft Office Tools (i.e., Excel, Words, PowerPoint, etc.).

The Purpose of Your Role

The ideal candidate will be self-motivated and have experience in a large multi-state sales/use and property tax consulting, compliance, and nexus issues. This individual must communicate effectively and work well with others across all levels. The ideal candidate will also be solution driven with a big picture mindset. This is a highly visible role that interfaces with the leadership from all business units throughout the organization and our shared service teams such as Procurement and Corporate Account Payables. This person will also work across the various Corporate Tax teams, outside vendors, and with other professionals throughout the organization.

The Skills You Bring

• You communicate clearly with various levels of management, business partners, vendors and at the level that is best understood by the audience.
• You demonstrate strong skills in developing junior team members and influencing peers.
• You demonstrate strong tax technical, research and analytical skills.
• You have strong experience writing clearly and persuasively, for tax professionals and business executives.
• You demonstrate strong project management skills.
• You thrive on working in a team-based environment.
• You can multitask and work in a fast-paced environment and deliver on tight deadlines.

The Value You Deliver

• Manage and oversee all aspects of the indirect tax function, including the preparation and review of multi-state sales/use, personal property and other applicable taxes and filings.
• Identify opportunities to improve and/or automate tax compliance processes to improve efficiencies and controls.
• Provide leadership, support and development of two to three direct and indirect reports.
• Monitor nexus footprint and filing requirements on an ongoing basis, including but not limited to working with business partners to determine impact of changes in business activities and laws and facilitating proper process to be compliant.
• Serve as the primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.
• Facilitate any state and local registrations with business partners.
• Research sales and use tax matters and keeping up-to-date on current regulatory changes, tax practices and technical issues.
• Support new business and department initiatives through participation or representing Tax on cross-functional teams, and management of enterprise projects.
• Develop plans to modify and improve existing processes to reduce future audit risk.
• Develop and maintain accounting policies related to the tax area and maintain the related documentation to ensure adherence with all standards.
• Research tax regulations and tax rules to support projects and initiatives.
• Provide tax guidance to support internal contacts or other areas of finance team.

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.