Sr. Tax Accountant (Individual Tax Returns)

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 individuals and families, family offices, endowments, foundations, and institutions. Senior Tax Accountant: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).How You Will Add ValuePrepare 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.What Will Help You Be SuccessfulBachelor's in Accounting. Master's in Taxation preferred5-7 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 returnsExperience with CCH Axcess tax preparation software and Microsoft Office, particularly ExcelExcellent analytical, problem-solving, and organizational skills with meticulous attention to detailStrong written and verbal communication skills with the ability to effectively communicate complex tax concepts to internal and external stakeholdersCompensation: 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. We also offer 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. We expect the annual salary for this position to range between $128,100 - $150,800, depending on level of relevant experience, plus discretionary bonus.Learn More: Click below to learn more about Fiduciary Trust International –Fiduciary Trust InternationalThe Story of Fiduciary Trust International 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. We understand that 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 TempletonMost 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.