Finance & Accounting
Tax Director – State and Local Indirect Tax
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
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 continues 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.
Company overview
At Fidelity, we are passionate about 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
