Overview 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 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.

To be considered for an interview, please make sure your application is full in line with the job specs as found below. Come join us in delivering better outcomes for our clients around the world! This is a HYBRID schedule, requiring 2-3 days per week onsite in either our Rancho Cordova or Boston office. We are unable to offer visa sponsorship/transfer for this position. About the Department The Global Fund Tax team at Franklin Templeton is responsible for delivering tax compliance and tax advisory services to investment funds, including North American retail mutual funds, real estate investment trusts, and private funds and partnerships. The team collaborates with Portfolio Management, Legal, and Marketing to provide strategic tax guidance. Joining this team means working in a collaborative environment where you’ll contribute to impactful financial decisions and gain exposure to complex tax structures and innovative solutions. How You Will Add Value Core Responsibilities You will serve as a subject matter expert and tax advisor on complex fund tax issues, with a focus on those involving alternative investments and digital assets.

You will provide tax advisory support to operational tax compliance processes and governance frameworks.

You will research and advise on tax implications of fund structures and transactions.

You will support tax planning with portfolio managers.

You will lead special projects, including legislative analysis and implementation.

Strategic Responsibilities You will advise on strategic tax matters and internal policy development.

You will assess and mitigate tax-related risks.

You will manage relationships with external service providers.

You will lead change initiatives and educate teams on tax best practices.

What Will Help You Be Successful in This Role Experience, Education & Certifications 10+ years in tax, preferably focused on investment funds.

Master’s degree in Tax, Law, Accounting, or Finance.

CPA, CA, or ACCA certification preferred.

Technical Skills Expertise in complex retail and private investment structures.

Knowledge of complex securities and alternative investments.

Strong research, writing, and analytical skills.

Experience with project management and automation tools (Alteryx, Power BI, Tableau).

Soft Skills Ability to communicate complex tax issues clearly.

Leads effectively and builds strong stakeholder relationships.

Demonstrates accountability by meeting commitments and learning from setbacks.

Prioritizes adding business value with a proactive, solution-focused mindset.

Collaborates cross-functionally with credibility and mutual respect through demonstrated knowledge of both business and tax regulatory requirements.

Embraces change with curiosity, creativity, and resilience and demonstrates a growth mindset.

Compensation and Benefits 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, an 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. The estimated annual salary for this position ranges between $180,000 – $212,000 depending on location and experience. #MID_SENIOR_LEVEL #LI-Hybrid Culture and Inclusion Experience our welcoming culture and reach your professional and personal potential. Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. We provide tools, resources, and learning opportunities to help you excel in your career and personal life. We are committed to employee well-being and offer support for physical and mental health, saving for life’s adventures, caring for family members, and making a positive impact in the community. Learn more about the benefits we offer at Franklin Templeton. Equal Opportunity and Accommodations Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law. If you need an accommodation or adjustment to search for or apply for a position, please email accommodations@franklintempleton.com with the accommodation details, job title, and job number. It may take up to three business days to respond to accommodation requests.

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