Senior Tax Accountant; Individual Tax Returns, High Net Worth

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth.

As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

The Senior Tax Accountant will play a critical role in the accurate and timely preparation and review of various tax returns and related tax documentation for Fiduciary Trust International and its clients. This position requires a strong understanding of tax laws and regulations.

• Prepare and review complex federal, state, and local income tax returns for individuals, partnerships, and foundations, ensuring compliance with all applicable tax laws and regulations.

• Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering necessary financial information, communicating with clients, and addressing tax-related inquiries.

• Conduct thorough tax research on complex tax issues and provide recommendations to management and clients.

• Assist in the preparation of estimated tax payments and extensions.

• Collaborate with other departments, such as wealth management and operations, to ensure accurate and timely tax reporting.

• Assist with tax audits and inquiries from tax authorities.

• Stay current with changes in tax laws and regulations and assess their impact on the company and its clients.

• Identify and implement process improvements to enhance efficiency and accuracy in tax preparation.

• Bachelor's degree in Accounting. Master's degree in Taxation highly preferred

• Minimum 5-7 years tax experience

• In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on individual, partnership, and foundation taxation

• Proficiency with CCH Axcess tax preparation software and Microsoft Office Suite, particularly Excel

• Excellent analytical, problem-solving, and organizational skills with meticulous attention to detail

• Strong written and verbal communication skills, with the ability to effectively communicate complex tax concepts to both internal and external stakeholders

• Ability to work independently and as part of a team in a fast-paced, deadline-driven environment

• Demonstrated ability to manage multiple priorities and projects simultaneously

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

We expect the annual salary for this position to range…