Senior Tax Accountant

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 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. How You Will Add Value 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.

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 Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.

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

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.

We expect the annual salary for this position to range between $145,000 - $185,000 depending on level of relevant experience, plus discretionary bonus.

about us

- Fiduciary Trust International The Story of Fiduciary Trust International #LI-US #Hybrid

Experience

our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.

We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

benefits

are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of

benefits

we offer at Franklin Templeton *Most

benefits

vary by location. Ask your recruiter about

benefits

in your country. Franklin Templeton is an

Equal Opportunity

Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton. com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.

It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress.

A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees.

From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.

experience

and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!