Global Fund Tax Manager

Franklin Templeton Investments; Poznań; On-site; PLN 120,000 - 160,000; Full time

Job summary

A global investment firm is seeking a Tax Compliance Specialist in Poznań, Poland to manage fund tax compliance and perform tax analysis. The role requires a degree in accounting or law, along with experience in fund taxation. The ideal candidate should possess strong analytical skills and effective communication abilities, contributing to regulatory alignment while fostering stakeholder relationships.

Benefits

Employee well-being programs

Tools and resources for career growth

Flexible work culture

Qualifications

• Experience in fund taxation or public accounting is required.
• Ability to present complex tax issues clearly is essential.

Responsibilities

• Review investor tax reporting and oversee fund tax compliance activities.
• Perform tax analysis related to new products and complex transactions.
• Develop and maintain internal tax policies and identify risk events.

Skills

Strong tax research and analysis skills

Project management and multitasking ability

Strong collaboration and communication skills

Ability to influence internal and external stakeholders

Education

Degree in accounting, law, taxation, or related field

CPA, CA, or legal certification preferred

Job description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.**Come join us in delivering better outcomes for our clients around the world!**The Fund Tax team ensures global tax compliance and advisory support for Franklin Templeton’s investment funds. It oversees a variety of tax compliance and reporting activities for Franklin Templeton funds, including the oversight of tax services provided by third-party providers, reviews and implements new tax laws and tax law changes, performs tax analysis and works with external tax advisors, auditors, and internal stakeholders to ensure regulatory alignment and operational efficiency.# * ***Core Responsibilities**** You will be responsible for reviewing investor tax reporting as well as overseeing fund tax compliance activities, including the management of capital gains and withholding tax matters.* You will perform tax analysis related to new product structures and complex transactions.* You will monitor tax law changes and assess their impact.* You will communicate tax issues to internal stakeholders.* You will serve as a subject matter expert on fund taxation.* You will engage with external advisors and industry associations on tax matters*.** ***Strategic Responsibilities**** You will develop and maintain internal tax policies.* You will identify and address risk events.* You will lead research on new tax regulations and instruments.* You will drive process improvements using digital tools.* You will lead change initiatives within Fund Tax.* ***Team & Collaboration**** You will oversee third-party tax providers.* You will review and approve external tax filings.* You will represent Fund Tax in technical committees.* You will mentor new team members and promote knowledge sharing.* You will build strong relationships with tax teams and influence outcomes.* ***Experience, Education & Certifications**** Degree in accounting, law, taxation, or related field.* Experience in fund taxation or public accounting.* CPA, CA, or legal certification preferred* ***Technical Skills**** Strong tax research and analysis skills.* Project management and multitasking ability.* Ability to present complex tax issues clearly.* ***Soft Skills**** Strong collaboration and communication skills.* Ability to influence internal and external stakeholders.* Relationship-building across departments.Shift: 8:30-9:30 – 17:00-18:00# ******Experience our welcoming culture and reach your professional and personal potential!******Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.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 [e-mail]. 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.FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.Click to access the FTIS Whistleblower Protection Policy.When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do.So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us.**Come, join us, and help us shape the future of the global asset management industry!**