Senior Tax Accountant (High Net Worth)

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. 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 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 is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

Senior Tax Accountant (High-Net-Worth)

Fiduciary Trust International is hiring a Senior Tax Accountant for its Radnor, PA office (Greater Philadelphia Area). This senior-level role will prepare and review complex tax returns, coordinate tax compliance for high-net-worth (HNW) clients and serve as a client-facing resource while partnering with Wealth Advisors, Trust Officers, and other internal teams to deliver client service. The position requires strong federal, state, and fiduciary tax knowledge; sound judgment; excellent analytical skills and the ability to manage competing deadlines in a high-touch wealth management environment.

Responsibilities :

Prepare and review complex federal, state, and local tax returns, including individual income tax returns (Form 1040), gift tax returns (Form 709), partnership returns (Form 1065), private foundation returns (Form 990-PF), and fiduciary income tax returns for trusts and estates (Form 1041).

Review tax returns and supporting workpapers for technical accuracy, completeness, consistency with source documents, and compliance with department procedures.

Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering financial information, coordinating deliverables, communicating with clients, and addressing tax-related inquiries.

Conduct tax research on complex tax issues and provide recommendations to management and clients.

Coordinate tax engagement workflows and monitor filing deadlines to ensure timely completion of client deliverables.

Assist in the preparation of estimated tax payments and extensions.

Participate in client meetings and communicate tax matters and planning recommendations in collaboration with Wealth Advisors and Tax Management.

Conduct tax research on federal and state issues and provide recommendations to Tax Management and clients. Stay current with changes in tax laws and regulations and assess their impact on clients.

Qualifications :

Bachelor’s degree in Accounting

Master's degree in Taxation preferred

8 + years of experience  in public accounting, private client tax, fiduciary tax, and/or wealth management tax services

CPA or EA designation preferred; CFP designation a plus

Strong knowledge of federal, state, and local tax laws and regulations, with significant experience preparing and reviewing Forms 1040, 709, 1065, 990-PF, and 1041.

Experience with CCH Axcess Tax is strongly preferred. Experience with CCH Scan, Bloomberg Tax/BNA Tax Planner, CCH AnswerConnect, or Thomson Reuters ONESOURCE Trust Tax a plus

Excellent analytical, problem-solving, and organizational skills, with strong attention to detail and the ability to manage multiple deadlines.

Strong written and verbal communication skills, including the ability to explain complex tax matters clearly to internal and external stakeholders.

Ability to work independently and as part of a team in a fast-paced, deadline-driven environment.

Ability to work in our Radnor, PA office three days per week.

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 base salary for this position to range between $145,000 - $185,000, depending on level of experience, plus discretionary year-end bonus.

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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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.