High-Net-Worth Tax Specialist — Hybrid NYC

Franklin Templeton; New York (NY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) with match

Comprehensive benefits package

Career development programs

Job summary

Fiduciary Trust International, part of Franklin Templeton, seeks a Tax Specialist in NYC to join its high-net-worth tax services team. The role focuses on preparing federal, state, and local returns for affluent clients and supporting related workpapers.

This position offers hybrid work in New York, a discretionary bonus, 401(k) with generous match, comprehensive benefits, and opportunities for career development.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• 2–4 years of tax preparation experience.
• Experience preparing federal and state individual income tax returns.
• Experience with gift tax, partnership, or private foundation returns is a plus.
• Experience with CCH Axcess Tax and CCH Scan preferred.
• Strong Excel, Word, Acrobat, and Outlook skills.
• Clear written and verbal communication and client service.

Responsibilities

• Prepare federal, state, and local individual income tax returns for high-net-worth clients.
• Prepare tax workpapers; reconcile source documents to the workpapers and tax return; document open items.
• Use CCH Scan and AutoFlow to organize tax documents and transfer information into CCH Axcess Tax, then review imported data.
• Identify missing or incomplete information and request routine documents from clients and internal partners.
• Prepare estimated tax calculations, extensions, and payment vouchers; assist with payments.
• Maintain return tracking and deadlines to ensure timely deliverables.
• Assist with tax notices, amended returns, and routine inquiries.
• Collate completed tax returns and organize electronic documents for client delivery.
• Assist with gift tax, partnership, and private foundation returns.

Skills

Excel skills

Communication

Independent work

Deadline-driven

Attention to detail

Education

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

Tools

CCH Axcess Tax

CCH Scan

Microsoft Word

Adobe Acrobat

Outlook

Job description

Fiduciary Trust International, part of Franklin Templeton, seeks a Tax Specialist in NYC to join its high-net-worth tax services team. The role focuses on preparing federal, state, and local returns for affluent clients and supporting related workpapers.

This position offers hybrid work in New York, a discretionary bonus, 401(k) with generous match, comprehensive benefits, and opportunities for career development.