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Form of workFiduciary Trust International is a Wealth Management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.
Position Summary:
Fiduciary Trust International (FTI) is hiring a Fiduciary Tax Manager to join the high-net-worth tax (HNW) services team. As part of the comprehensive services we offer, FTI provides unparalleled customized tax services to our clients. The tax services team provides tax compliance and consulting to HNW clients. The Tax Manager will maintain their own book of clients as well as participate in providing tax services to the broader organization.
This is a hybrid position (two to three days in the office), and we are located at 280 Park Avenue in Midtown.
Responsibilities include:
- Prepare Fiduciary Income Tax Returns for Trusts and Estates where Fiduciary Trust acts as Trustee and Executor, as well as where Fiduciary acts as paid preparer for agency accounts.
- Prepare Private Foundation Returns
- Manage Tax planning for Trusts and Estates, including estimated taxes
- Conduct Tax Research in relation to Trusts and Estates
- Review and interpret Trust documents
- Work with Trust and Estate Administrators, Relationship Managers and Portfolio Managers to manage client accounts in a tax efficient manner
Ideal candidates will have:
- 10+ years of trust and estate tax experience
- Bachelor's Degree is required; Accounting Major preferred
- Proficient in Thomson Reuters OneSource Trust Tax
- Excellent verbal and written communication skills
- Excellent analytical skills
- Strong attention to details
- Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint) required
- Knowledge of ProSystem f(x), BNA Tax Planner, CCH Tax Research Network
- Ability to interact with senior management on a regular basis
- Ability to work independently
- Master Degree in Tax desired
- CPA/EA/CFP preferred
Key words: 1041, 990-PF, Fiduciary Tax returns, high net worth, Wealth Management, CFP, enrolled agent (EA), OneSource Trust Tax
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $143,000 - $180,000.
Learn more about FTI: Click the link below to learn about our rich culture and what it's like to work at FTI: The Story of Fiduciary Trust International
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What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
