Franklin Templeton · 3 hours ago
Global Fund Tax Manager
Boston, MA
Full-time
Hybrid
Senior Level
$145K/yr - $160K/yr
7+ years expFranklin Templeton is a dynamic firm specializing in asset management, wealth management, and fintech. The Global Fund Tax Manager will serve as a subject matter expert on operational fund tax issues, providing tax advice and supporting compliance processes while collaborating with various departments to enhance operational efficiency.
Financial ServicesHedge FundsProfessional ServicesWealth Management
No H1B
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
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
Qualification
Required
7+ years in tax, preferably focused on investment funds
Master's degree in Tax, Law, Accounting, or Finance
CPA, CA, or ACCA certification preferred
Expertise in complex retail and private investment structures
Knowledge of complex securities and alternative investments
Strong operational efficiency skills
Strong data analysis skills
Experience with project management and automation tools (Alteryx, Power BI, Tableau)
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
Preferred
CPA, CA, or ACCA certification preferred
Accredited in one of lean six sigma, CPOE, CEE or equivalent 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
Business Standard India
2025-12-26
Company data provided by crunchbase