Sr. Tax Accountant (individual Tax Returns)

Fiduciary Trust International

New York, United States
Base: $128,100 - $150,800; bonus/equity: annual di...
On-site
Prepare and review federal, state, and local income tax returns
Manage tax compliance for high-net-worth clients
Conduct tax research on complex issues
Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations

Job Summary

  • Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations.
  • Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering necessary financial information, communicating with clients, and addressing tax-related inquiries.
  • 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.

Matching Summary

Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations.

Salary

Base: $128,100 - $150,800; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package including healthcare, insurance, disability, 401(k) with match, stock investment program, PTO, and wellbeing program

Skills & Requirements

Must-have

  • Prepare and review federal, state, and local income tax returns
  • Manage tax compliance for high-net-worth clients
  • Conduct tax research on complex issues
  • Assist with tax audits and inquiries
  • Stay current with tax law changes

Nice-to-have

  • Holistic wealth management strategies
  • Collaborative team environment
  • Boutique customization and deep expertise

Key Requirements

  • Bachelor's degree in Accounting
  • 5-7 years tax experience
  • Experience preparing individual tax returns (1040 returns)
  • Experience with CCH Axcess tax preparation software
  • Master's degree in Taxation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter