Franklin Templeton
Overview
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our teams around the globe bring broad and unique expertise in a welcoming, inclusive, and flexible culture. We provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! We are unable to offer visa sponsorship/transfer for this position. This is a HYBRID schedule, requiring 2-3 days per week onsite in either our Rancho Cordova or Boston office. About the Department
The Global Fund Tax team is responsible for delivering tax compliance and tax advisory services to investment funds, including North American retail mutual funds, real estate investment trusts, and private funds and partnerships. The team collaborates with Portfolio Management, Product, Legal, and Marketing to provide strategic tax guidance. Joining this team means working in a collaborative environment where you’ll contribute to impactful financial decisions and gain exposure to complex tax structures and innovative solutions. How You Will Add Value
Core Responsibilities You will serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, with a focus on private funds, alternative investments (i.e., digital assets), and complex/non-traditional product structures. You will support complex North American operational tax compliance processes and governance frameworks. You will identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives. You will support periodic and ad-hoc tax planning for portfolio managers. You will lead and support projects, including process improvement and automation initiatives to enhance operational efficiency. Strategic Responsibilities You will advise on operational and strategic tax matters and internal process development. You will identify, assess, and mitigate tax-related risks. You will manage relationships with external service providers. You will lead change initiatives and educate teams on tax best practices. What Will Help You Be Successful in This Role
Experience, Education & Certifications 7+ years in tax, preferably focused on investment funds. Master’s degree in Tax, Law, Accounting, or Finance. CPA, CA, or ACCA certification preferred. Technical Skills Expertise in complex retail and private investment structures. Knowledge of complex securities and alternative investments. Strong operational efficiency skills. Accredited in one of lean six sigma, CPOE, CEE or equivalent preferred. Strong data analysis skills. Experience with project management and automation tools (Alteryx, Power BI, Tableau). Soft Skills Ability to communicate complex tax issues clearly. Leads projects and processes effectively and builds strong stakeholder relationships. Demonstrates accountability by meeting commitments and learning from setbacks. Prioritizes adding business value with a proactive, solution-focused mindset. Collaborates cross-functionally with credibility and mutual respect through demonstrated knowledge of both business and tax regulatory requirements. Embraces change with curiosity, creativity, and resilience and demonstrates a growth mindset. Compensation and Benefits
Franklin Templeton offers a competitive range of total rewards designed to support well-being and recognize time, talent, and results. In addition to base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and other benefits. The benefits package includes healthcare options, insurance and disability benefits, employee stock investment program, learning resources, career development programs, education expense reimbursement, paid time off, and wellbeing programs. The annual salary for this position is expected to range between $122,000 – $160,000 depending on location and experience. #MID_SENIOR_LEVEL #LI-Hybrid Equal Opportunity and Accommodations
Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to protected characteristics. If you need an accommodation to search or apply for a position, please email accommodations@franklintempleton.com and include the accommodation request, job title, and job number. It may take up to three business days to respond.
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At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our teams around the globe bring broad and unique expertise in a welcoming, inclusive, and flexible culture. We provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! We are unable to offer visa sponsorship/transfer for this position. This is a HYBRID schedule, requiring 2-3 days per week onsite in either our Rancho Cordova or Boston office. About the Department
The Global Fund Tax team is responsible for delivering tax compliance and tax advisory services to investment funds, including North American retail mutual funds, real estate investment trusts, and private funds and partnerships. The team collaborates with Portfolio Management, Product, Legal, and Marketing to provide strategic tax guidance. Joining this team means working in a collaborative environment where you’ll contribute to impactful financial decisions and gain exposure to complex tax structures and innovative solutions. How You Will Add Value
Core Responsibilities You will serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, with a focus on private funds, alternative investments (i.e., digital assets), and complex/non-traditional product structures. You will support complex North American operational tax compliance processes and governance frameworks. You will identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives. You will support periodic and ad-hoc tax planning for portfolio managers. You will lead and support projects, including process improvement and automation initiatives to enhance operational efficiency. Strategic Responsibilities You will advise on operational and strategic tax matters and internal process development. You will identify, assess, and mitigate tax-related risks. You will manage relationships with external service providers. You will lead change initiatives and educate teams on tax best practices. What Will Help You Be Successful in This Role
Experience, Education & Certifications 7+ years in tax, preferably focused on investment funds. Master’s degree in Tax, Law, Accounting, or Finance. CPA, CA, or ACCA certification preferred. Technical Skills Expertise in complex retail and private investment structures. Knowledge of complex securities and alternative investments. Strong operational efficiency skills. Accredited in one of lean six sigma, CPOE, CEE or equivalent preferred. Strong data analysis skills. Experience with project management and automation tools (Alteryx, Power BI, Tableau). Soft Skills Ability to communicate complex tax issues clearly. Leads projects and processes effectively and builds strong stakeholder relationships. Demonstrates accountability by meeting commitments and learning from setbacks. Prioritizes adding business value with a proactive, solution-focused mindset. Collaborates cross-functionally with credibility and mutual respect through demonstrated knowledge of both business and tax regulatory requirements. Embraces change with curiosity, creativity, and resilience and demonstrates a growth mindset. Compensation and Benefits
Franklin Templeton offers a competitive range of total rewards designed to support well-being and recognize time, talent, and results. In addition to base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and other benefits. The benefits package includes healthcare options, insurance and disability benefits, employee stock investment program, learning resources, career development programs, education expense reimbursement, paid time off, and wellbeing programs. The annual salary for this position is expected to range between $122,000 – $160,000 depending on location and experience. #MID_SENIOR_LEVEL #LI-Hybrid Equal Opportunity and Accommodations
Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to protected characteristics. If you need an accommodation to search or apply for a position, please email accommodations@franklintempleton.com and include the accommodation request, job title, and job number. It may take up to three business days to respond.
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