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. Unlike other firms, 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 always 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 diversified 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.
Position Summary
Fiduciary Trust International (FTI) is hiring a
Tax Associate to join the tax services team located in Radnor, PA (greater Philadelphia area). As part of the comprehensive services we offer, FTI provides unparalleled customized tax services to our clients. The tax services team provides tax compliance and consulting to our high net worth (HNW) clients.
What are the ongoing responsibilities of a Tax Associate?
Tax Administration
- Assist in the preparation of tax returns, extensions, quarterly estimated tax payments and associated filings.
- Create engagement letters for tax preparer to sign. Distribute to clients along with client organizer and track the return of these items.
- Process electronic filing of tax returns or file by paper if required.
- Maintain tax database for tracking of all client deadlines and filings. Maintain tax refunds ledger.
- Review fiduciary and individual account transactions for accuracy for tax reporting.
- Correspond with the tax authorities concerning notices received for questions concerning account related tax issues.
- Print and mail notices to the IRS and State agencies as needed.
- Support tax department year-round with administrative functions as needed.
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree preferred
- Recent college grads encouraged to apply - must be able to join the firm on or around January 31, 2025.
- 1-3 years of tax / administrative experience preferred. Will accept accounting majors and those with prior intern experience relevant to the field of accounting or tax
- Experience using MS Excel, Word and Outlook, with the ability to learn multiple tax programs
- Experience using ProSystem Tax or OneSource Trust Tax a plus, but not required
- Experience with trust accounting software a plus
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to be $43,800 – 51,600 per year.
#Associate
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.
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.
Learn more about the wide range of benefits we offer at Franklin Templeton
- Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.
