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For your reference, we have included the original job posting below.
Fiduciary Tax Specialist
Job Number:
41080977
Company Name:
Fidelity Investments
Job Location:
Smithfield, RI US
Job Category:
Accounting & Finance
Fiduciary Tax Specialist
Title: Fiduciary Tax Specialist Location: RI-Smithfield This position's primary role is to provide tax reporting assistance and problem resolution support to Personal Trust Services (PTS) product offerings. The representative will be asked to perform fiduciary tax preparation related functions including: ongoing maintenance of reportable accounts including collecting and transmitting information to tax preparation vendors for update on the tax system; document movement in support of new trust accounts; assemble and control tax filings with the federal and state governments. The representative will provide problem resolution support for the PAS/IWS trust offering and liaise with outside tax preparation vendors, Trust Operations, Trust Administration, FI and all PI departments.
Primary Responsibilities * Maintain account tax transactions, asset basis related adjustments and corporate actions for accurate tax reporting * Liaise with outside tax preparers and tax authorities on annual filings, estimates and tax notices as well as internal business partners (Trust Officers, Trust Operations, CSM's) * Meet Fiduciary Tax Group SLA's and tax authorities deadlines * Create and maintain efficient and effective tax reporting processes and procedures * Balance a large workbasket of problem resolution items with inbound XTRAC and e-mail volume * Participate in team initiatives on an ongoing basis * Participate in projects, brainstorming sessions and testing * Be able to multi-task and thrive in a fast paced and changing environment * Adhere to established standard FI policy and procedures Education and Experience * Bachelors degree or equivalent related experience * Tax preparation experience required * Fiduciary Tax preparation experience preferred * Proficient with Thomson Reuters OneSource Trust Tax or equivalent tax system Skills and Knowledge * Proficiency with Microsoft Word, Outlook, Access & Excel * Experienced with personal trust accounting and 2-3 years of operations experience * Strong verbal and communication skills * Strong familiarity with financial/brokerage industry and financial instruments * Customer Problem Resolution experience with Fidelity and NFS preferred * Fidelity system experience: FBSI, XTRAC, TLA, etc. About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, .
Fidelity Investments is an equal opportunity employer.
