Analyst Brokerage Operations Tax
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as a subject-matter expert on U.S. withholding tax regulations for brokerage and retirement businesses. You will analyze data, oversee reconciliations and reporting, research regulatory issues, support audits, and work with technology partners to automate processes and strengthen controls.
Requirements
- 3+ years of experience in financial-services tax operations, withholding tax, information reporting, or regulatory reporting
- Subject-matter expertise in NRA, backup, and retirement withholding
- Knowledge of IRS withholding and reporting regulations
- Experience with W-8 and W-9 documentation requirements
- Data analytics skills with SQL, Excel, Power BI, Alteryx, Tableau, or similar platforms
- Ability to write business requirements and support system testing
- Knowledge of workflow automation, AI-enabled solutions, and process-improvement methodologies
- Knowledge of tax reporting platforms, brokerage operations, and client account servicing environments
Responsibilities
- Serve as a subject-matter expert for backup, nonresident alien, and retirement withholding regulations
- Analyze large data sets to identify exceptions, trends, root causes, and risks
- Partner with technology teams to automate processes and improve tax systems and controls
- Lead tax research, issue resolution, and regulatory interpretation
- Support implementation of federal and state tax reporting and withholding requirements
- Oversee withholding reconciliations, remittances, and reporting accuracy
- Develop business requirements, testing strategies, and operational-readiness plans
- Strengthen controls, monitoring, and process design to reduce operational risk
- Support audits, examinations, and regulatory inquiries
Benefits
- Fully paid parental leave
- On-site health and wellness centers
