Tax Accountant (HIgh Net Worth)

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Tax Accountant

Fiduciary Trust International (FTI) is hiring a Tax Accountant to join its high-net-worth tax services team in NYC. This preparation-focused role will have primary responsibility for complex federal, state, and local individual income tax returns, family investment partnership and private foundation returns, together with related work papers and compliance deliverables. The Tax Accountant will work closely with senior tax professionals.

How You Will Add Value 

• Prepare complex federal, state, and local individual income tax returns for high-net-worth clients, including Form 1040 and multi-state filings.
• Prepare federal and state partnership income tax returns, including Form 1065, for family investment partnerships and related entities.
• Prepare and maintain detailed tax workpapers; reconcile source documents to the workpapers and tax returns; and clearly document positions, assumptions, and open items for senior review.
• Analyze complex investment reporting, including Schedule K-1 data and multi-state filing requirements, and elevate technical or judgmental matters to the senior team.
• Conduct focused tax research on issues arising during return preparation and summarize conclusions and supporting authority for senior consideration.
• Manage workflow and deadlines for an assigned portfolio of tax returns, including tracking outstanding information and coordinating deliverables with clients and internal partners.
• Communicate routine document requests, status updates, and tax compliance matters to clients under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, and supporting schedules, and assist with the tax payment process.
• Assist with tax notices, amended returns, and federal and state tax authority inquiries.
• Assist with gift tax and private foundation returns as assigned; experience with Forms 709 and 990-PF is a plus.
• Collate completed tax returns and supporting documents for client delivery and signature, and maintain organized electronic tax files.

 
What Will Help You Be Successful 

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA  or EA designation or progress toward obtaining a CPA license is preferred.
• 4-8 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Strong experience preparing complex federal and state individual income tax returns for high-net-worth clients, including multi-state filings.
• Experience preparing partnership income tax returns, preferably for family investment partnerships or investment entities.
• Experience with gift tax and private foundation returns is a plus.
• Experience with CCH Axcess Tax, CCH Scan and BNA Income Tax Planner preferred.
• Strong Excel skills and proficiency with Word, Adobe Acrobat, and Outlook.
• Strong analytical, organizational, and follow-up skills, with careful attention to detail.
• Clear written and verbal communication skills, including the ability to communicate tax compliance matters professionally with clients and internal partners.
• Ability to manage multiple assignments independently and collaborate effectively in a fast-paced, deadline-driven environment.
• Ability to work additional hours, including some weekends, during peak filing periods, generally late February through mid-April and September through mid-October.

Work Schedule & Location: This role is based in New York, NY and operates under a hybrid working model, blending in-office collaboration with remote work flexibility.

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 $95,000 - $110,000, depending on location and level of relevant experience, plus discretionary bonus.

Learn More:  Click below to learn more about us -

• Fiduciary Trust International
• The Story of Fiduciary Trust International

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