Sr. Tax Accountant (Individual Tax Returns)

Franklin Templeton • New York, NY

1d • Hybrid

About The Position

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. Senior Tax Accountant (Individual Tax Returns) Fiduciary Trust International is hiring a Senior Tax Accountant who will play a critical role in preparing 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. This is a hybrid role, requiring two to three days in the office (One Madison Avenue).

Requirements

• Bachelor's degree in Accounting.
• 5-7 years tax experience or more; experience preparing individual tax returns (1040 returns)
• 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 and Microsoft Office, 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

Nice To Haves

• Master's degree in Taxation 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

• employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees