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About the Role

Fiduciary Trust International is hiring a Tax Specialist to join its high-net-worth tax services team in NYC. This preparation-focused role involves preparing federal, state, and local individual income tax returns and related workpapers for high-net-worth individuals and families, working directly with Senior Tax Accountants and other tax team members.

Responsibilities

• Prepare federal, state, and local individual income tax returns for high-net-worth clients, including Form 1040 and multi-state filings.
• Prepare and maintain supporting tax workpapers; reconcile source documents to the workpapers and tax return; and clearly document open items for review.
• Use CCH Scan and AutoFlow to organize tax documents and transfer information into CCH Axcess Tax, then review and clean up imported data for accuracy and completeness.
• Identify missing, incomplete, or inconsistent information and communicate routine document requests, status updates, and basic tax questions to clients and internal partners under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, and supporting schedules, and assist with the tax payment process.
• Maintain return tracking, monitor assigned deadlines, and coordinate workflow to help ensure returns and related deliverables are completed on time.
• Assist with tax notices, amended returns, and routine federal and state tax authority inquiries.
• Collate completed tax returns and supporting documents for client delivery and signature, and organize electronic tax documents and files.
• Assist with gift tax, partnership, and private foundation returns as assigned.
• Support other tax compliance projects and process-improvement initiatives as needed.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 2-4 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Experience preparing federal and state individual income tax returns; exposure to high-net-worth and multi-state returns is strongly preferred.
• Experience with gift tax, partnership, or private foundation returns is a plus.
• Experience with CCH Axcess Tax and CCH Scan is preferred.
• Strong Excel skills and proficiency with Word, Adobe Acrobat, and Outlook.
• Strong analytical, organizational, and follow-up skills, with careful attention to detail.
• Clear written and verbal communication skills, including the ability to handle routine tax matters professionally with clients and internal partners.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Ability to work additional hours, including some weekends, during peak filing periods, generally from late February through mid-April and from September through mid-October.

Skills

• Excel
• Word
• Adobe Acrobat
• Outlook
• CCH Axcess Tax
• CCH Scan
• Tax preparation
• Federal tax returns
• State tax returns
• Local tax returns
• Individual income tax returns
• Multi-state filings
• Gift tax returns
• Partnership returns
• Private foundation returns
• Analytical skills
• Organizational skills
• Follow-up skills
• Attention to detail
• Written communication skills
• Verbal communication skills

Location

• New York, NY

Work Type

• Hybrid

Experience Level

• Associate

Education Level

• Bachelor's degree in Accounting, Taxation, Finance, or a related field

Salary/Compensations

• $75,000 - $90,000

Benefits

• Annual discretionary bonus
• 401(k) plan with a generous match
• Recognition rewards
• Competitive healthcare options
• Insurance
• 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)
• Motivational wellbeing program

About the Company

• 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 Trust International is owned by Franklin Templeton, a dynamic 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.
• 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 them covered.

Equal Opportunity

• 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.