Global Fund Tax Director - Complex Product & Tax Advisory

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.

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, 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.
 

Core Responsibilities

• You will serve as a subject matter expert and tax advisor on complex fund tax issues, with a focus on those involving alternative investments and digital assets.

• You will provide tax advisory support to operational tax compliance processes and governance frameworks.

• You will research and advise on tax implications of fund structures and transactions.

• You will support tax planning with portfolio managers.

• You will lead special projects, including legislative analysis and implementation.

Strategic Responsibilities

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

• You will 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.

Experience, Education & Certifications

• 10+ 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 research, writing, and analytical skills.

• Experience with project management and automation tools (Alteryx, Power BI, Tableau).

Soft Skills

• Ability to communicate complex tax issues clearly.

• Leads 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 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 $180,000 – 212,000 depending on location and level of relevant experience.  

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