Tax Accountant (HIgh Net Worth)

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

About the role

This preparation-focused role will have primary responsibility for complex federal, state, and local individual income tax returns, family investment partnership and private foundation returns, together with related work papers and compliance deliverables. The Tax Accountant will work closely with senior tax professionals.

Responsibilities

• Prepare complex federal, state, and local individual income tax returns for high-net-worth clients, including Form 1040 and multi-state filings.
• Prepare federal and state partnership income tax returns, including Form 1065, for family investment partnerships and related entities.
• Prepare and maintain detailed tax workpapers; reconcile source documents to the workpapers and tax returns; and clearly document positions, assumptions, and open items for senior review.
• Analyze complex investment reporting, including Schedule K-1 data and multi-state filing requirements, and elevate technical or judgmental matters to the senior team.
• Conduct focused tax research on issues arising during return preparation and summarize conclusions and supporting authority for senior consideration.
• Manage workflow and deadlines for an assigned portfolio of tax returns, including tracking outstanding information and coordinating deliverables with clients and internal partners.
• Communicate routine document requests, status updates, and tax compliance matters to clients under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, and supporting schedules, and assist with the tax payment process.
• Assist with tax notices, amended returns, and federal and state tax authority inquiries.
• Assist with gift tax and private foundation returns as assigned; experience with Forms 709 and 990-PF is a plus.
• Collate completed tax returns and supporting documents for client delivery and signature, and maintain organized electronic tax files.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA or EA designation or progress toward obtaining a CPA license is preferred.
• 4-8 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Strong experience preparing complex federal and state individual income tax returns for high-net-worth clients, including multi-state filings.
• Experience preparing partnership income tax returns, preferably for family investment partnerships or investment entities.
• Experience with gift tax and private foundation returns is a plus.
• Experience with CCH Axcess Tax, CCH Scan and BNA Income Tax Planner preferred.
• Strong Excel skills and proficiency with Word, Adobe Acrobat, and Outlook.
• Strong analytical, organizational, and follow-up skills, with careful attention to detail.
• Clear written and verbal communication skills, including the ability to communicate tax compliance matters professionally with clients and internal partners.
• Ability to manage multiple assignments independently and collaborate effectively in a fast-paced, deadline-driven environment.
• Ability to work additional hours, including some weekends, during peak filing periods, generally late February through mid-April and September through mid-October.

Schedule

This role operates under a hybrid working model, blending in-office collaboration with remote work flexibility. The position is based in New York, NY and requires working additional hours, including some weekends, during peak filing periods (late February through mid-April and September through mid-October).

Benefits

• Competitive base compensation with an annual discretionary bonus.
• 401(k) plan with a generous match.
• Recognition rewards.
• Comprehensive healthcare options, insurance, and disability benefits.
• Employee stock investment program.
• Learning resources and career development programs.
• Reimbursement for certain education expenses.
• Paid time off (vacation, holidays, sick leave, parental & caregiving leave, bereavement, volunteering, floating holidays).
• Wellbeing program.

Pay

The annual salary for this position is expected to range between $95,000 - $110,000, depending on location and level of relevant experience, plus a discretionary bonus.