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.
• Participate in client meetings and communicate tax matters and planning recommendations in collaboration with Wealth Advisors and Tax Management
• Assist with tax notices, audits and other tax authority inquiries
• Stay current with changes in tax laws and regulations and assess their impact on the company and its clients

What Will Help You Be Successful

• Bachelor's degree in Accounting
• Master's degree in Taxation preferred
• EA or CPA designation preferred
• 8-12 years of 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. 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 $145,000 - $185,000 depending on level of relevant experience, plus discretionary bonus.

Learn More: Click below to learn more about us -

• Fiduciary Trust International
• The Story of Fiduciary Trust International

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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 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.


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