Analyst, Brokerage Operations Tax

Covingtononsitemid

Posted today · via Workday

About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role Are you passionate about tax regulations and financial services? As a Brokerage Tax Analyst at Fidelity Investments, you will act as a technical expert on U.S. withholding tax requirements, assisting our brokerage and retirement businesses. This position blends extensive tax knowledge with data analysis, operational risk oversight, and technology support to guarantee accurate withholding, remittance, reporting, and regulatory adherence. You will employ your tax knowledge, analytical capabilities, and new technologies to identify trends, mitigate risk, improve controls, and drive operational efficiency across withholding tax processes.…

Read the full description on Fidelity Investments Institutional Operations's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: sql, tableau, power bi, teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Covington. We weight your proximity and willingness to relocate.

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Skills in this role

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sqltableaupower biteams

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