The Expertise and Skills You Bring

• 12 + years overall work experience and a Bachelor's degree in accounting, finance or equivalent related experience. Strong fiduciary or administrative experience will be considered
• 7+ years tax preparation and review experience related to individual, trust and estate federal and state tax filings.
• CPA or IRS Enrolled Agent preferred.
• Comfort with trust documents, reviewing and interpreting accounting concepts and state filing requirements
• Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously within time constraints and deadlines
• Strong communications and presentation skills, including the ability to communicate technical guidance and share knowledge among teams with diverse skills and backgrounds
• Commitment to interact frequently with trust administration, internal business partners, outside vendors and tax authorities in a positive, friendly, and timely manner
• Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and ensure accurate account set up from inception
• Review coding of data to ensure all information flows properly through our systems ensuring accuracy of tax returns created for the trusts and beneficiaries. Familiarity with trust accounting platforms, and Thomson Reuters OneSource or equivalent tax software.

The Team

Our purpose at FPTC is to provide a comprehensive trust services solution to our clients. The Director, Fiduciary Tax supports that purpose by helping to ensure that FPTC is meeting its fiduciary duties to beneficiaries and clients. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

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.