Senior Tax Accountant

Franklin Templeton • Radnor, PA

46d • $145,000 - $185,000 • Hybrid

About The Position

Fiduciary Trust International is hiring a Senior Tax Accountant for its Radnor, PA office (Greater Philadelphia Area). This role will play an important part in the accurate and timely preparation and review of tax returns and related tax matters for Fiduciary Trust International clients. The position requires a strong understanding of federal and state tax laws, sound judgment, strong analytical skills, and the ability to manage complex tax compliance matters for high-net-worth individuals and related entities.

Requirements

• Bachelor's degree in Accounting
• 8-12 years of experience in public accounting, private client tax, fiduciary tax, and/or wealth management tax services.
• In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on preparing individual, partnership, trusts, estates and private foundation tax returns
• Experience with CCH Axcess tax preparation software
• Excellent analytical, problem-solving, and organizational skills with strong attention to detail
• Strong written and verbal communication skills with the ability to effectively communicate complex tax concepts
• 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 preferred
• EA or CPA designation preferred

Responsibilities

• Prepare and review complex federal, state, and local income tax returns and gift tax returns for high-net-worth individuals, trust returns, estate returns, partnerships, and private foundations
• Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering financial information, coordinating deliverables, communicating with clients, and addressing tax-related inquiries
• Conduct tax research on complex tax issues and provide recommendations to management and clients
• Coordinate tax engagement workflows and monitor filing deadlines to ensure timely completion of client deliverables.
• Assist in the preparation of estimated tax payments and extensions
• Collaborate with Wealth Advisors, Trust Officers, and Operations teams to ensure accurate and timely tax reporting and client service.
• Participate in client meetings and communicate tax matters and planning recommendations in collaboration with Wealth Advisors and Tax Management
• Assist with tax notices, audits and other tax authority inquiries
• 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
• comprehensive benefits package
• 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