Global Fund Tax Manager providing tax compliance and advisory services to investment funds at Franklin Templeton. Focus on complex North American operational fund tax issues and collaboration with key stakeholders.
Responsibilities
Serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues
Support complex North American operational tax compliance processes and governance frameworks
Identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors
Support periodic and ad-hoc tax planning for portfolio managers
Lead and support projects, including process improvement and automation initiatives to enhance operational efficiency
Advise on operational and strategic tax matters and internal process development
Identify, assess and mitigate tax-related risks
Manage relationships with external service providers
Lead change initiatives and educate teams on tax best practices
Requirements
7+ years in tax, preferably focused on investment funds
Master’s degree in Tax, Law, Accounting, or Finance
CPA, CA, or ACCA certification preferred
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)
Benefits
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
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