Principal Tax Editor responsible for creating tax advisory content and shaping tax research. Collaborating with experts and leveraging AI techniques to enhance productivity.
About the role
- 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
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
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