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.

Come join us in delivering better outcomes for our clients around the world!

We are unable to offer visa sponsorship/transfer for this position.

This is a HYBRID schedule, requiring 2-3 days per week onsite in either our Rancho Cordova or Boston office.

About the Department

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.
 

How You Will Add Value

Core Responsibilities

• You will serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, with a focus on those involving private funds, alternative investments (i.e. digital assets) and complex and non-traditional product structures.

• You will support complex North American operational tax compliance processes and governance frameworks.

• You will identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives. You will support periodic and ad-hoc tax planning for portfolio managers.

• You will lead and support projects, including process improvement and automation initiatives to enhance operational efficiency.

Strategic Responsibilities

• You will advise on operational and strategic tax matters and internal process development.

• You will identify, assess and mitigate tax-related risks.

• You will manage relationships with external service providers.

• You will lead change initiatives and educate teams on tax best practices.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• 7+ years in tax, preferably focused on investment funds.

• Master’s degree in Tax, Law, Accounting, or Finance.

• CPA, CA, or ACCA certification preferred.

Technical Skills

• 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).

Soft Skills

• Ability to communicate complex tax issues clearly.

• Leads projects and processes effectively and builds strong stakeholder relationships. Demonstrates accountability by meeting commitments and learning from setbacks. Prioritizes adding business value with a proactive, solution-focused mindset.

• Collaborates cross-functionally with credibility and mutual respect through demonstrated knowledge of both business and tax regulatory requirements.

• Embraces change with curiosity, creativity, and resilience and demonstrates a growth mindset.

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