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 tax returns
Manage tax compliance process
Conduct tax research
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

Skills & Requirements

Must-have

  • Prepare and review tax returns
  • Manage tax compliance process
  • Conduct tax research
  • Assist with tax audits
  • Stay current with tax laws

Nice-to-have

  • Collaborate with other departments
  • Communicate complex tax concepts

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter