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Fidelity Accounting Jobs in Texas (NOW HIRING)

Director Investment COE

Westlake, TX · On-site

$95K - $186K/yr

Fidelity is not providing immigration sponsorship for this position The Role Are you excited by ... Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical ...

Audit Manager

Westlake, TX · On-site

$99K - $131K/yr

Fidelity will not provide immigration sponsorship for this position. Position Description ... Systems, Accounting, Management Science, or a closely related field (or foreign education ...

Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Plan ... College Degree or equivalent experience preferred * CPA, CEBS, ERPA or ASPPA designation(s ...

Fidelity will not provide immigration sponsorship for this position. The Role Are you curious about ... Relevant certifications such as CISA, CIA, CPA, or similar are a plus but not required The Team Our ...

Senior Financial Analyst

Westlake, TX · On-site

$82K - $102K/yr

Fidelity will not provide immigration sponsorship for this position. The Role This position sits ... Bachelor degree in Business, Accounting, Finance, or Economics with 5 plus years of related work ...

Staff Accountant (Contract)

Dallas, TX · On-site

$33.65 - $35.10/hr

This role offers exposure to all aspects of multi-divisional accounting and provides opportunities ... Fidelity * Discount Program *You are Eligible to participate in the benefits program if you are ...

Showing results 21-40

Fidelity Accounting information

What is fidelity accounting?

Fidelity accounting refers to the specialized practice of tracking, recording, and safeguarding assets, typically within trust or fiduciary accounts, to ensure that all financial transactions comply with legal and ethical standards. It is commonly used by fiduciaries such as trustees, executors, and guardians to provide transparent records of how they manage someone else's assets. This process involves meticulous documentation, regular reporting, and adherence to both regulatory requirements and the specific terms of the trust or fiduciary arrangement. The goal is to protect the interests of beneficiaries and maintain accountability.

What are some of the common challenges faced by professionals in fidelity accounting roles?

Professionals in Fidelity Accounting often encounter challenges such as managing complex reconciliation processes, ensuring strict compliance with regulatory standards, and maintaining accuracy under tight deadlines. They may also need to adapt to frequent changes in financial regulations and internal policies, which requires ongoing learning and flexibility. Collaboration with audit teams and other departments is key, as is strong attention to detail when handling sensitive financial data. These challenges are balanced by opportunities to develop expertise in risk management and to advance within the broader financial services sector.

What are the key skills and qualifications needed to thrive in fidelity accounting, and why are they important?

To excel in Fidelity Accounting, you need strong analytical skills, attention to detail, and a solid understanding of accounting principles, often supported by a degree in accounting or finance and relevant certifications like CPA. Familiarity with accounting software, financial reporting systems, and reconciliation tools such as SAP or Oracle is commonly required. Strong organizational abilities, problem-solving skills, and clear communication help professionals manage complex transactions and collaborate with stakeholders. These skills are vital for maintaining accurate financial records, ensuring compliance, and supporting organizational integrity.

What is the difference between Fidelity Accounting vs Bookkeeper?

AspectFidelity AccountingBookkeeper
CredentialsAccounting degree or certification (e.g., CPA)High school diploma; some certifications preferred
Work EnvironmentFinancial firms, corporate accounting departmentsSmall businesses, offices, or remote settings
ResponsibilitiesFinancial reporting, compliance, auditsRecording transactions, maintaining ledgers

Fidelity Accounting professionals typically hold accounting credentials and work in corporate or financial environments, focusing on financial reporting and compliance. Bookkeepers usually have less formal education, working in small businesses or remote settings, primarily recording daily transactions. While both roles handle financial data, Fidelity Accounting involves more complex analysis and regulatory tasks compared to the transactional focus of bookkeepers.

What are popular job titles related to Fidelity Accounting jobs in Texas?

For Fidelity Accounting jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Fidelity Accounting jobs in Texas look for?

The top searched job categories for Fidelity Accounting jobs in Texas are:

What cities in Texas are hiring for Fidelity Accounting jobs?

Cities in Texas with the most Fidelity Accounting job openings:

Infographic showing various Fidelity Accounting job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution.

Director Investment COE

Fidelity Investments

Westlake, TX • On-site

$95K - $186K/yr

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services


Job description

Job Description:Note: Fidelity is not providing immigration sponsorship for this positionThe Role

Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment-coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm's evolving investment landscape.

The Expertise and Skills You Bring
  • Bachelor's degree in Accounting required; CPA and/or master's degree in Accounting preferred.
  • 10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience.
  • Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements.
  • Deep understanding of accounting principles, financial analysis, and internal control frameworks.
  • Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting.
  • Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset.
  • Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes.
  • Ability to navigate and understand complex organizational and ownership structures.
  • Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls.
  • Clear, confident communicator with the ability to translate detailed analysis into executivelevel insights and partner effectively across the organization
  • Strong organizational skills with the ability to manage multiple priorities in fastpaced environments.
  • Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools.
The Team

The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company's evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decisionmaking and longterm financial strength.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $95,000-186,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's 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.

Certifications:Category:Operations

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