Global Fund Tax Manager

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!

What Is The Global Fund Tax Team Responsible For?

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.

What Are The Ongoing Responsibilities Of A Global Fund Tax Manager?

• 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.
• 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

• Team & Collaboration

What Ideal Qualifications, Skills & Experience Would Help Someone To Be Successful?

• Degree in accounting, law, taxation, or related field.
• Experience in fund taxation or public accounting.
• CPA, CA, or legal certification preferred
• Strong tax research and analysis skills.
• Project management and multitasking ability.
• Ability to present complex tax issues clearly.
• Strong collaboration and communication skills.
• Ability to influence internal and external stakeholders.
• Shift: 8:30-9:30 – 17:00-18:00

• Technical Skills

• Soft Skills

• Relationship-Building Across Departments.

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.

Hear more from our employees

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. 

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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 accommodations@franklintempleton.com. 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 here to access the FTIS Whistleblower Protection Policy.