Franklin Templeton · 4 months ago
Global Fund Tax Director - Complex Product & Tax Advisory
Boston, Massachusetts, United States of America
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $212K/yr
10+ years expFranklin Templeton is a global investment firm focused on advancing the industry through innovative solutions for clients. The Global Fund Tax Director will serve as a subject matter expert on complex fund tax issues, providing advisory support and leading strategic tax initiatives within the Global Fund Tax team.
Financial ServicesHedge FundsProfessional ServicesWealth Management
No H1B
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
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
Qualification
Required
10+ years in tax, preferably focused on investment funds
Master's degree in Tax, Law, Accounting, or Finance
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)
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
Preferred
CPA, CA, or ACCA certification preferred
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
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-16
2026-01-16
2026-01-15
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