Tax Accountant (HIgh Net Worth)

Franklin Templeton • New York, NY

7d • $95,000 - $110,000 • Hybrid

About The Position

Fiduciary Trust International (FTI) is hiring a Tax Accountant to join its high-net-worth tax services team in NYC. This preparation-focused role will have primary responsibility for complex federal, state, and local individual income tax returns, family investment partnership and private foundation returns, together with related work papers and compliance deliverables. The Tax Accountant will work closely with senior tax professionals.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 4-8 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Strong experience preparing complex federal and state individual income tax returns for high-net-worth clients, including multi-state filings.
• Experience preparing partnership income tax returns, preferably for family investment partnerships or investment entities.
• Strong Excel skills and proficiency with Word, Adobe Acrobat, and Outlook.
• Strong analytical, organizational, and follow-up skills, with careful attention to detail.
• Clear written and verbal communication skills, including the ability to communicate tax compliance matters professionally with clients and internal partners.
• Ability to manage multiple assignments independently and collaborate effectively in a fast-paced, deadline-driven environment.
• Ability to work additional hours, including some weekends, during peak filing periods, generally late February through mid-April and September through mid-October.

Nice To Haves

• CPA or EA designation or progress toward obtaining a CPA license is preferred.
• Experience with gift tax and private foundation returns is a plus.
• Experience with CCH Axcess Tax, CCH Scan and BNA Income Tax Planner preferred.

Responsibilities

• Prepare complex federal, state, and local individual income tax returns for high-net-worth clients, including Form 1040 and multi-state filings.
• Prepare federal and state partnership income tax returns, including Form 1065, for family investment partnerships and related entities.
• Prepare and maintain detailed tax workpapers; reconcile source documents to the workpapers and tax returns; and clearly document positions, assumptions, and open items for senior review.
• Analyze complex investment reporting, including Schedule K-1 data and multi-state filing requirements, and elevate technical or judgmental matters to the senior team.
• Conduct focused tax research on issues arising during return preparation and summarize conclusions and supporting authority for senior consideration.
• Manage workflow and deadlines for an assigned portfolio of tax returns, including tracking outstanding information and coordinating deliverables with clients and internal partners.
• Communicate routine document requests, status updates, and tax compliance matters to clients under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, and supporting schedules, and assist with the tax payment process.
• Assist with tax notices, amended returns, and federal and state tax authority inquiries.
• Assist with gift tax and private foundation returns as assigned; experience with Forms 709 and 990-PF is a plus.
• Collate completed tax returns and supporting documents for client delivery and signature, and maintain organized electronic tax files.

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: Mid Level