Job Description

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. What is the Global Fund Tax Consultant - Fund Tax group is responsible for 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. What are the ongoing responsibilities of the Global Fund Tax Consultant 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). What ideal qualifications, skills & experience would help someone to be successful 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 Shift Work Timings - 2:00 PM - 11:00 PM IST What makes Franklin Templeton Investments unique In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. 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) \'Location specific benefits\' as mentioned below Onsite fitness center, recreation center, and cafeteria Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to [HIDDEN TEXT] . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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