Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
About the role
- Director of Tax and Retirement Research at Fidelity, delivering insights on tax and retirement topics. Engaging publications and presentations primarily for financial advisors and investors.
Responsibilities
- Deliver clear and compelling tax, retirement, and estate planning insights to Fidelity’s advisor clients, investors, and the general public through publications, presentations, and media interviews—with a particular emphasis on French‑language communications.
- Identify and research tax, retirement, estate planning, and selected other issues relevant to Fidelity's business.
- Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelity's various sales channels.
Requirements
- University degree or equivalent work experience
- 7+ years of work experience related to taxation and investments
- A professional designation such as the CPA, masters degree or equivalent (tax related preferred) is nice to have
- Deep knowledge of taxation, particularly relating to the taxation of investments, individuals, small businesses and estate planning considerations.
- Strong written and verbal communications skills.
- Public speaking ability is critical to the role.
- Solid knowledge of mutual funds, retirement issues, estate planning frameworks and broader industry trends.
- Bilingualism in both French and English is an asset.
Benefits
- Competitive total compensation package
- Opportunity to participate in Fidelity profit-sharing program
- Company contributes into your RRSP, without a matching requirement from you
- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
- Health Care Spending Account
- TELUS Health Virtual Care app
- Health and Fitness Reimbursement
- Up to $650 for home office equipment
- Generous time off policy
- 2 paid days annually to volunteer
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary awards for completing a required designation
- Annual dues reimbursement for professional designations
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks
Job title
Job type
Experience level
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Location requirements
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