Jessica Reif-Caplan is senior tax counsel at Fidelity Investments and a member of the Tax Department. At Fidelity, Ms. Reif-Caplan provides tax advice to the company’s many products and advisers, such as the mutual funds, managed accounts, and retail and prime brokerage, on matters that range from the taxation of financial products and international tax to tax compliance and risk management. Ms. Reif-Caplan also advises Fidelity’s products and advisers on the impacts of tax reform and other domestic and international legislative or regulatory changes. In addition to her work at Fidelity, Ms. Reif-Caplan is co-chair of the SIFMA Asset Management Group Tax Committee.
Ms. Reif-Caplan joined Fidelity in 2011. Prior to that, she was a tax associate at Goodwin Procter LLP in Boston specializing in REITs and M&A transactions. Ms. Reif-Caplan earned her JD from Harvard University and graduated magna cum laude from the School of Foreign Service at Georgetown University.