Global Fund Tax Manager
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.
About the Department
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, Product, 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.
How You Will Add Value
Core 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.
Strategic Responsibilities
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.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
7+ 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 operational efficiency skills. Accredited in one of lean six sigma, CPOE, CEE or equivalent preferred.
Strong data analysis skills.
Experience with project management and automation tools (Alteryx, Power BI, Tableau).
Soft Skills
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.
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 $122,000 – 160,000 depending on location and level of relevant experience.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.
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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
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*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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Franklin Templeton drives client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive ...
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