Manager - Taxation

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

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

What is the Tax Manager in Lexington Partners group responsible for?

Lexington Partners is one of the world’s largest and most successful managers of secondary private equity and co-investment funds. Since 1990, Lexington Partners has organized 21 secondary funds and 6 co-investment funds with total committed capital in excess of $75 billion. Our investors include more than 1,000 leading public and corporate pension funds, sovereign wealth funds, insurance companies, financial institutions, endowments, foundations, and family offices from more than 40 countries.

Lexington Partners helped pioneer the development of the institutional secondary market 34 years ago and created one of the first discretionary co-investment programs 26 years ago. Today, Lexington Partners has:

• Acquired over 4,000 secondary interests through more than 650 secondary transactions with a total value in excess of $72 billion, including $18 billion of syndicated transactions

• Invested $8.3 billion in over 500 co-investments alongside more than 180 sponsors

• Committed more than $3.0 billion to over 650 primary funds

Tax Manager oversees and reviews the workpapers for foreign, U.S. federal, state, and local tax returns to ensure accuracy.

What are the ongoing responsibilities of a Tax Manager?

• Forming and mentoring a team of Tax Specialists, providing guidance, training, and support

• Overseeing the review of workpapers for foreign, U.S. federal, state, and local tax returns to ensure accuracy

• Monitoring and directing responses to correspondence such as tax notices and investor/investment tax requests

• Supervising the review of investor due diligence and onboarding processes

• Managing the ongoing collection, tracking and monitoring of tax reporting from underlying investments

• Coordinating with external service providers to ensure timely completion of deliverables

What ideal qualifications, skills & experience would help someone to be Successful?

• Bachelor’s degree or higher in finance, accounting, or business from an accredited college or university with a strong academic track record

• Minimum of eight years of relevant experience at a financial institution or Big 4 accounting firm, with at least two years in a managerial or supervisory role

• Extensive experience in U.S. partnership taxation, an emphasis in private equity is preferred

• Fluency in English with excellent written and verbal communication skills

• Strong proficiency with Microsoft Excel

• Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge

• Team-oriented, energetic self-starter with ability to collaborate cross-functionally across an organization as well as part of a team

• Ability to support multiple projects with tight deadlines

• Strong interpersonal, problem solving, analytical, and troubleshooting skills

What makes Franklin Templeton Investments unique?

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

 
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.  

Highlights of our benefits include:

• Professional development growth opportunities through in-house classes and over 150 Web-based training courses

• An educational assistance program to financially help employees seeking continuing education

• Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)

• Life insurance for protection of employees’ families

• Personal accident insurance for protection of employees and their families

• Personal loan assistance

• Employee Stock Investment Plan (ESIP)

• 12 weeks Paternity leave

• Onsite fitness center, recreation center, and cafeteria

• Transport facility

• Child day care facility for women employees

• Cricket grounds and gymnasium

• Library

• Health Center with doctor availability

• HDFC ATM on the campus

Learn more about the wide range of benefits we offer at Franklin Templeton