Global Fund Tax Consultant

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

• The Global Fund Tax Consultant acts as a key subject matter expert (SME) on US Fund Tax functions and drives the related processes. Provides tax support to meet operational and administrative requirements with respect to the Tax department. Prepares and/or reviews various tax compliance and regulatory tasks. Ensures control measures are in place to support existing and new processes. Supports and participates in teams’ technology initiatives to meet organizational/department specific goals. Independently and under very minimal direction drives complex projects. Assists the department in driving and completing various retail funds’ events.

  
  

• Support various Fund Tax mutual fund compliance requirements including the preparation or review of annual tax provisions for financial reporting, annual tax return filings, qualification testing, and information for year-end tax reporting.

  
  

• Prepare and/or review distribution planning and income forecasting for mutual funds.

  
  

• Analyze and/or review complex security investments, coordinating with contacts to obtain relevant documentation.

  
  

• Contribute in the development of tax positions on matters of tax law and tax accounting policy affecting fund investments, fund distributions and elections, and other tax positions.

  
  

• Build and maintain relationships with various teams within FT as well as third party administrators/tax advisors; serve as a main point of contact for them.

  
  

• Serve as first point of contact for stakeholders and respond to questions/requests accordingly.

  
  

• Support Fund Tax department’s role in new product launches or reorganizations and complete required tasks.

  
  

• Work with appropriate groups to set acceptable Tax operations processes and responsibilities, especially those newly introduced.

  
  

• Manage Fund Tax processes, from SME perspective, to ensure it is running smoothly, issues are promptly identified and corrected, opportunities are identified to create efficiencies, and execute improvements to reduce risk or lower costs.

  
  

• Regularly reviews Fund Tax procedures and policies based on changes in industry or internal requirements makes recommendations for updates as necessary.

  
  

• Monitor notices received from tax authorities and take necessary action.

  
  

• Provide tax support for non-US regulatory filing requirements, such as registering for global intermediary identification numbers (GIIN).

  
  

• Bachelors degree or higher or equivalent work experience

  
  

• Five to seven years professional experience in financial services

  
  

• 5 to 7 years of Tax exposure

  
  

• Possess knowledge of tax software implementation and functionality of new technologies.

  
  

• Must have advanced computer skills including Power BI, Xceptor and Alterxy knowledge, and be familiar with Microsoft business applications, and other tax and financial applications. Excellent written and verbal communication skills

  
  

• Proofread documents to identify/remove risk

  
  

• Attention to detail and quality

  
  

• Interpersonal skills

  
  

• Good client service and customer focus

  
  

• Strong organization skills

  
  

• Demonstrated ability to follow through on work assignments

  
  

• Proven ability to take initiative and work under pressure in a dynamic environment

  
  

• Ability to maintain confidentiality

  
  

• Ability to work independently, prioritize, and meet deadlines

  
  

• Good facilitation, mediation, negotiation, and persuasion skills

  
  

• Strong knowledge of Excel, Word and Power Point

  
  

Work Shifting Timings - 2:00 PM - 11:00 PM IST

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

 
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.  

Highlights of our benefits include:

• Professional development growth opportunities through in-house classes and over 150 Web-based training courses

  
  

• An educational assistance program to financially help employees seeking continuing education

  
  

• Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)

  
  

• Life insurance for protection of employees’ families

  
  

• Personal accident insurance for protection of employees and their families

  
  

• Personal loan assistance

  
  

• Employee Stock Investment Plan (ESIP)

  
  

• 12 weeks Paternity leave

  
  

• Onsite fitness center, recreation center, and cafeteria

  
  

• Transport facility

  
  

• Child day care facility for women employees

  
  

• Cricket grounds and gymnasium

  
  

• Library

  
  

• Health Center with doctor availability

  
  

• HDFC ATM on the campus

  
  

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

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 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 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.