Senior Tax Accountant (Individual Tax Returns)

Franklin Templeton • Radnor, PA

2d • Hybrid

About The Position

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 clients. This tax preparer role requires a strong understanding of tax laws and regulations.

Requirements

• Bachelor's degree in Accounting
• Minimum 5-7 years' tax experience
• In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on preparing individual, partnership, and foundation tax returns
• Experience with CCH Axcess tax preparation software
• 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
• Ability to work in our Radnor, PA office three days per week

Nice To Haves

• Master's degree in Taxation highly preferred

Responsibilities

• Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations.
• 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 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.

Benefits

• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• competitive healthcare options
• insurance
• 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)
• motivational wellbeing program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior