Global Fund Tax Manager

Franklin Templeton-posted 2 months ago

$122,000 - $160,000/Yr

Full-time • Mid Level

Rancho Cordova, CA

5,001-10,000 employees

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At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! We are unable to offer visa sponsorship/transfer for this position. This is a HYBRID schedule, requiring 2-3 days per week onsite in either our Rancho Cordova or Boston office.

Serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, focusing on private funds, alternative investments, and complex product structures.
Support complex North American operational tax compliance processes and governance frameworks.
Identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives.
Support periodic and ad-hoc tax planning for portfolio managers.
Lead and support projects, including process improvement and automation initiatives to enhance operational efficiency.
Advise on operational and strategic tax matters and internal process development.
Identify, assess and mitigate tax-related risks.
Manage relationships with external service providers.
Lead change initiatives and educate teams on tax best practices.

7+ years in tax, preferably focused on investment funds.
Master’s degree in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA certification preferred.
Expertise in complex retail and private investment structures.
Knowledge of complex securities and alternative investments.
Strong operational efficiency skills.
Accredited in one of lean six sigma, CPOE, CEE or equivalent preferred.
Strong data analysis skills.
Experience with project management and automation tools (Alteryx, Power BI, Tableau).

Ability to communicate complex tax issues clearly.
Leads projects and processes effectively and builds strong stakeholder relationships.
Demonstrates accountability by meeting commitments and learning from setbacks.
Prioritizes adding business value with a proactive, solution-focused mindset.
Collaborates cross-functionally with credibility and mutual respect through demonstrated knowledge of both business and tax regulatory requirements.
Embraces change with curiosity, creativity, and resilience and demonstrates a growth mindset.

Three weeks paid time off the first year.
Medical, dental and vision insurance.
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits.
Employee Stock Investment Program.
Tuition Assistance Program.
Purchase of company funds with no sales charge.
Onsite fitness center and recreation center (only applicable at certain locations).
Onsite cafeteria (only applicable at certain locations).

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