Senior Tax Accountant (High Net Worth)

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 hiring a Senior Tax Accountant for its Radnor, PA office (Greater Philadelphia Area). This senior-level role will prepare and review complex tax returns, coordinate tax compliance for high-net-worth clients and related entities, and serve as a client-facing resource while partnering with Wealth Advisors, Trust Officers, Operations, and other internal teams to deliver coordinated client service. The position requires strong federal, state, local, and fiduciary tax knowledge; sound judgment; excellent analytical skills; and the ability to manage competing deadlines in a high-touch wealth management environment. How You Will Add Value Prepare and review complex federal, state, and local tax returns, including individual income tax returns (Form 1040), gift tax returns (Form 709), partnership returns (Form 1065), private foundation returns (Form 990-PF), and fiduciary income tax returns for trusts and estates (Form 1041). Review assigned returns and supporting workpapers for technical accuracy, completeness, consistency with source documents, and compliance with department procedures. 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. Conduct tax research on complex federal and state issues and provide well-supported recommendations to Tax Management and clients.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 required; Master’s degree in Taxation preferred 8-12 years of experience in public accounting, private client tax, fiduciary tax, and/or wealth management tax services CPA or EA designation preferred; CFP designation is a plus Strong knowledge of federal, state, and local tax laws and regulations, with significant experience preparing and reviewing Forms 1040, 709, 1065, 990-PF, and 1041 Experience with CCH Axcess Tax is strongly preferred. Experience with CCH Scan, Bloomberg Tax/BNA Tax Planner, CCH AnswerConnect, or Thomson Reuters ONESOURCE Trust Tax is a plus Excellent analytical, problem-solving, and organizational skills, with strong attention to detail and the ability to manage multiple deadlines Strong communication skills, including the ability to explain complex tax matters clearly to internal and external stakeholders 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 3+ days per week 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 location and level of relevant experience, plus discretionary bonus. 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 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 View email address on click.appcast.io. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. #J-18808-Ljbffr Franklin Templeton