Global Fund Tax Manager
Not Disclosed•Full-TimeHybrid
location_onMayor's Walk, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States
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 talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
The Global Fund Tax team at Franklin Templeton 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.
We are unable to offer visa sponsorship/transfer for this position. This is a HYBRID schedule, requiring 3 days per week onsite in either our Boston or Rancho Cordova office.
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.
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 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 you are applying for.
Work location
Work model: Hybrid
Mayor's Walk, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States
Boston, Massachusetts
Key Responsibilities
- check_circleServe as a subject matter tax expert providing advice on complex North American operational fund tax issues
- check_circleSupport complex North American operational tax compliance processes and governance frameworks
- check_circleIdentify operational tax issues impacting complex fund structures and collaborate with internal and external advisors
- check_circleLead and support projects including process improvement and automation initiatives to enhance operational efficiency
- check_circleAdvise on operational and strategic tax matters and internal process development
- check_circleIdentify, assess and mitigate tax-related risks
- check_circleManage relationships with external service providers
- check_circleLead change initiatives and educate teams on tax best practices
Requirements
- verified7+ years in tax
- verifiedMaster's degree in Tax, Law, Accounting, or Finance
- verifiedCPA, CA, or ACCA certification preferred
- verifiedExpertise in complex retail and private investment structures
- verifiedKnowledge of complex securities and alternative investments
- verifiedAccreditation in lean six sigma, CPOE, CEE or equivalent preferred
- verifiedExperience with Alteryx, Power BI, Tableau
Nice to Have
CPA, CA, or ACCA certification. Accreditation in Lean Six Sigma, CPOE, CEE, or equivalent.
Benefits & Perks
check_circleThree weeks paid time off the first yearcheck_circleMedical, dental and vision insurancecheck_circle401(k) Retirement Plan with 85% company match on pre-tax and/or Roth contributions up to IRS limitscheck_circleEmployee Stock Investment Programcheck_circleTuition Assistance Programcheck_circlePurchase of company funds with no sales chargecheck_circleOnsite fitness center and recreation centercheck_circleOnsite cafeteria
