About this Director, Tax role at Fidelity Investments
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
Director, Tax
This individual will be joining the Corporate Tax team in Denver, responsible for supporting the State and Local Income Tax function, including compliance, controversy and planning. 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 Role
This Director-level position will manage key aspects of the Company's multistate income tax function and serve as a strategic advisor on state tax matters impacting the organization. The role will partner closely with federal tax, accounting, legal, government affairs, and external advisors to ensure effective management of state income tax compliance, reporting, planning, and controversy activities.
The Expertise and Skills You Bring
- Minimum of 10-12 plus years of state and local income tax experience, including significant experience leading complex multistate corporate income tax functions within a large corporate environment. Financial services industry experience is a plus.
- Bachelor’s degree in Accounting or Business; Masters in Taxation/CPA and/or JD preferred.
- Leverage deep technical expertise in state income tax compliance, reporting, planning, and controversy management.
- Analyze and advise on sourcing, apportionment, nexus, state modifications, and the impact of evolving state tax laws on complex corporate structures.
- Develop and implement strategic state tax planning initiatives in response to legislative, regulatory, and judicial developments.
- Lead state tax audits, examinations, appeals, and other controversy matters with taxing authorities.
- Communicate complex tax concepts effectively to executives, business leaders, and tax professionals.
- Lead, coach, and develop high-performing teams while fostering collaboration and professional growth.
- Apply strong analytical, research, and problem-solving skills to resolve complex multistate tax issues and deliver practical business solutions.
- Prepare clear and concise technical memoranda, audit responses, and executive-level presentations.
- Manage multiple priorities and lead cross-functional initiatives in a fast-paced environment.
- Build strong partnerships across tax, finance, legal, and business teams to achieve strategic objectives.
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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
