Tax Specialist (High Net Worth)

Franklin Templeton • New York, NY

7d • $75,000 - $90,000 • Hybrid

About The Position

Fiduciary Trust International (FTI) is hiring a Tax Specialist to join its high-net-worth tax services team in NYC. In this preparation-focused role the Tax Specialist will primarily prepare federal, state, and local individual income tax returns and related workpapers for high-net-worth individuals and families. The Tax Specialist will work directly with Senior Tax Accountants and other members of the tax team.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 2-4 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Experience preparing federal and state individual income tax returns; exposure to high-net-worth and multi-state returns is strongly preferred.
• 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 handle routine tax matters professionally with clients and internal partners.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Ability to work additional hours, including some weekends, during peak filing periods, generally from late February through mid-April and from September through mid-October.

Nice To Haves

• Experience with gift tax, partnership, or private foundation returns is a plus.
• Experience with CCH Axcess Tax and CCH Scan is preferred.

Responsibilities

• Prepare federal, state, and local individual income tax returns for high-net-worth clients, including Form 1040 and multi-state filings.
• Prepare and maintain supporting tax workpapers; reconcile source documents to the workpapers and tax return; and clearly document open items for review.
• Use CCH Scan and AutoFlow to organize tax documents and transfer information into CCH Axcess Tax, then review and clean up imported data for accuracy and completeness.
• Identify missing, incomplete, or inconsistent information and communicate routine document requests, status updates, and basic tax questions to clients and internal partners under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, and supporting schedules, and assist with the tax payment process.
• Maintain return tracking, monitor assigned deadlines, and coordinate workflow to help ensure returns and related deliverables are completed on time.
• Assist with tax notices, amended returns, and routine federal and state tax authority inquiries.
• Collate completed tax returns and supporting documents for client delivery and signature, and organize electronic tax documents and files.
• Assist with gift tax, partnership, and private foundation returns as assigned; prior exposure to these return types is a plus.
• Support other tax compliance projects and process-improvement initiatives as needed.

Benefits

• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• comprehensive benefits package
• range of 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: Entry Level