Paul Mortenson J.D., CPA

mortenson_paul_2015
Paul Mortenson is a tax lawyer based in Bedford, Massachusetts. From 2001 – 2012 he was with Fidelity Investments where he first served as Vice President – Associate General Counsel in the Mutual Fund Legal Tax Group and later served as Vice President – Senior Tax Counsel in the Corporate Treasury Office. Prior to joining Fidelity, Paul spent 8 years with Deloitte & Touche in a variety of roles including Senior Manager (Mergers & Acquisitions Group), Manager (National Office Subchapter C Group), and Manager (State & Local Tax Group).

Education:
LL.M., Tax, Georgetown University Law Center
J.D., Suffolk University Law School (1992) cum laude
B.S., Accounting, Merrimack College (1989)

Bloomberg BNA Tax Management Portfolios:
1310 T.M., Sales and Use Taxes: Services (co-author)