Associate Analyst, Tax Operations - Digital Assets

The Role

As a member of the Fidelity Digital Assets Tax team, you will play a key role in information tax reporting for Fidelity and its customers. The team will be building procedures for the tax process and following those procedures to complete all our tax information reporting needs. This role will be primarily responsible for making basis updates to clients accounts, testing and validating tax reporting, and supporting the project managers build accurate and complete tax information reporting for Fidelity Digital Assets. Active partnership in the continued improvement and expansion of the teams processes will also be central to the role.

The Expertise and Skills You Bring

• 0-3 years of experience in Tax, with experience in brokerage / capital markets a plus
• Familiarity with Fidelitys businesses and information reporting rules
• Ability to work and thrive in a fast paced, challenging environment
• Strong analytical, organizational, and problem-solving skills. Data analysis and visualization skills a plus
• Your curiosity and desire to support innovative initiatives to understand and handling tax rules for digital assets
• High attention to detail and quick with processing
• High degree of integrity and strong work ethic; decisive with orientation toward results; positive attitude
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

The Value You Deliver

• Service customers by updating account information quickly and accurately
• Watching for process improvement capabilities
• Help review and validate tax forms, withholding, cost basis updates, withholding remittance, and reconciliation.
• Using your experience in the data processing, financial services, digital assets, or tax to support the Fidelity Digital Assets needs
• Provide management with updates on the status of processing and form reviews

Note: Fidelity will not provide immigration sponsorship for this position

The Team

Fidelity Digital Assets (FDA) is an exciting business unit passionate about bringing industry-leading digital asset custody and trading services to institutional clients, and Fidelity Digital Assets Tax team is a dynamic and innovative team that ensures accurate reporting and follows government regulations to protect Fidelity and its customers. The team has responsibilities for information reporting, tax form creation, withholding, cost basis, and regulation adherence for the Fidelity Digital Assets accounts.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelitys 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.