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What are the key skills and qualifications needed to thrive as a Tax Professional, and why are they important?

To thrive as a Tax Professional, you need a strong understanding of tax laws, accounting principles, and financial analysis, typically supported by a degree in accounting or finance and, often, a CPA or EA certification. Familiarity with tax preparation software, spreadsheets, and IRS e-filing systems is essential. Attention to detail, analytical thinking, and effective communication distinguish top performers in this field. These skills and qualities ensure accurate tax compliance, minimize errors, and enable clear guidance to clients or organizations.

What are some of the common challenges faced by professionals in a tax role, and how can they effectively manage them?

Professionals in tax roles often encounter challenges such as keeping up with constantly changing tax laws, managing tight deadlines during filing seasons, and handling complex tax situations for clients or their organization. Effective management of these challenges involves ongoing professional development, strong organizational skills, and leveraging tax software to streamline processes. Collaborating closely with colleagues in accounting, legal, and finance teams also helps ensure accuracy and compliance, while maintaining open communication with clients or stakeholders fosters trust and clarity.

What are tax professionals?

Tax professionals are experts who assist individuals and businesses with preparing, filing, and planning their taxes in accordance with federal, state, and local laws. Their work includes ensuring tax compliance, maximizing tax benefits, and minimizing liabilities through careful analysis of financial information. Tax professionals may include accountants, tax preparers, enrolled agents, and tax attorneys, each with different expertise and credentials. They stay updated on changing tax codes to provide accurate advice and representation for their clients.

What tax job pays the most?

Senior tax managers and tax directors typically earn the highest salaries in tax-related roles, often exceeding six figures annually. These positions require extensive experience, advanced certifications like CPA or EA, and strong knowledge of tax laws and planning strategies. High-level consulting or specialized advisory roles in large firms can also offer top compensation in the tax field.

What is the difference between Tax and Accounting?

AspectTaxAccounting
Required CredentialsCPA, Enrolled Agent, or Tax CertificationCPA, CMA, or accounting degree
Work EnvironmentTax firms, corporate tax departments, government agenciesAccounting firms, corporate finance, small businesses
Industry UsageFocused on tax laws, compliance, and planningBroader financial record-keeping and reporting
Common Search/ComparisonTax vs Accounting

Tax professionals specialize in tax laws, compliance, and planning, often working during tax season, while accountants handle a wider range of financial record-keeping, reporting, and analysis throughout the year. Both roles require similar credentials but focus on different aspects of financial management.

Do workers at Fidelity Investments get paid breaks?

Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 126 people who took the Breakroom Quiz between May 2025 and May 2026.

Does Fidelity Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

At Fidelity Investments, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
91% of people say they have to use vacation days when they’re out sick.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Is the health insurance from Fidelity Investments affordable enough for their workers?

Most people say the health insurance costs are okay.
91% of people say the health insurance costs are okay
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get paid time off at Fidelity Investments?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 71 people who took the Breakroom Quiz between November 2025 and May 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 19% of people with changing schedules find out their shifts one week or less ahead of time.
  • 13% of people with changing schedules find out their shifts two weeks ahead of time.
  • 9% of people with changing schedules find out their shifts three weeks ahead of time.
  • 60% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 47 people who took the Breakroom Quiz between January 2025 and January 2026.

Do workers at Fidelity Investments worry about hours?

Most people don’t worry about getting enough hours.
96% of people report they don’t worry about getting enough hours.
Based on data from 100 people who took the Breakroom Quiz between February 2025 and February 2026.

Do Fidelity Investments workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
42% report that they don’t have enough control over which shifts they work.
Based on data from 97 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it for Fidelity Investments workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 59 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it to get time off at Fidelity Investments?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Do Fidelity Investments managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 114 people who took the Breakroom Quiz between February 2025 and February 2026.

Do workers at Fidelity Investments do extra work that they don't get paid for?

Rarely. Most people don’t do unpaid extra work.
88% of people report that they don’t do extra unpaid work.
Based on data from 110 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it to take sick days at Fidelity Investments?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

Is a Fidelity Investments job good for students?

Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.

Is working at Fidelity Investments good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
96% of people who care for a child or other relative report this is a good place to work.
Based on data from 45 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Fidelity Investments feel treated with respect by their managers?

Most people feel treated with respect by their managers.
89% of people say they’re treated with respect by their managers.
Based on data from 65 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments get to take their breaks without interruption?

Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

Is it stressful to work at Fidelity Investments?

Most people feel stressed out here.
69% of people say they often feel stressed out at work.
Based on data from 67 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments enjoy their jobs?

Most people enjoy their job.
72% of people report they enjoy their job.
Based on data from 61 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 72 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get enough training when they start at Fidelity Investments?

Most people got enough training when they started.
89% of people report they got enough training when they started working here.
Based on data from 70 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get support to advance at Fidelity Investments?

Most people are given support to advance their career here.
In the last year, 82% of people report being given support to advance their career here.
Based on data from 61 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people think Fidelity Investments’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
58% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 65 people who took the Breakroom Quiz between November 2025 and May 2026.

Do workers feel well informed about how Fidelity Investments is doing?

Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.
What are the most popular jobs at Fidelity?
What are the most popular categories at Fidelity?
Infographic showing various Tax job openings at Fidelity in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

VP, Business Development Officer, Fidelity Personal Trust Company, FSB

Fidelity Investments

Merrimack, NH • On-site

Full-time

Posted 6 hours ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The VP, Business Development Officer (BDO) develops personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across our Wealth Management and Institutional business lines. The BDO will review service model components, system requirements, business processes and procedures, and product positioning for trustee services, and identify and implement new features and/or distribution channels for personal trust business. The VP also works with Marketing partners to develop appropriate educational and other material (print, video & webinar) and leads a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities.
This role can be located in Merrimack, NH, Smithfield, RI or Greenville, DE.
The Expertise and Skills You Bring
  • J.D. required
  • 13+ years of trust administration, risk and/or wealth planning experience with a trust bank or in the financial services industry.
  • 5 + years in a people leadership capacity.
  • CTFA, CFP, FINRA Series 7, 24 are a plus
  • Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern such.
  • Subject expertise in trust and estate planning to connect strategies to implementation.
  • Ability to think analytically and strategically and relay complex situations clearly and effectively.
  • Demonstrates strong written, verbal, and interpersonal communication skills.
  • Works independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency.
  • Demonstrates collaboration skills, and ability to function as a great teammate.
  • Presents group training and/or acts as a coach/mentor.
  • Recognizes risk across processes and identify downstream implications of change.
  • Collaborates and coordinate with Senior management, advisors, attorneys, and tax professionals.
  • Possesses and outstanding work ethic, integrity, team spirit and judgment.
  • Experienced in engaging with audit and government regulators to facilitate examination of the bank.
  • Strong background in compliance, risk management and risk mitigation.
The Team
Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity's Wealth Management ultra and high net worth customers in every state and to such customers of our Fidelity Institutional business. The Business Development Officer will be part of a leadership team consisting of the Chief Operating Officer, the Chief Fiduciary Officer, the Head of Fiduciary Tax, and the Head of Trust Administration, who partner together to grow the business and manage it to high standards of regulatory and financial excellence, while working across the enterprise for the benefit of the company's customers. FPTC is a subsidiary of Fidelity Investments, a financial services company whose goal is to strengthen and secure the financial wellbeing of our customers by providing excellent customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Certifications:
Series 07 - FINRA, Series 24 - FINRA
Category:
Product Management
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.

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