Senior Financial Analyst
Medtronic
Tableau
Global Fund Tax Director – Complex Product and Tax Advisory
Franklin Templeton
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Massachusetts
Visit company websiteSalary
💰 $180,000 - $212,000 per year
Job Level
Lead
Tech Stack
Tableau
About the role
- Serve as a subject matter expert and tax advisor on complex fund tax issues, focusing on alternative investments and digital assets
- Provide tax advisory support to operational tax compliance processes and governance frameworks
- Research and advise on tax implications of fund structures and transactions
- Support tax planning with portfolio managers
- Lead special projects including legislative analysis and implementation
- Advise on strategic tax matters and internal policy development
- Assess and mitigate tax-related risks
- Manage relationships with external service providers
- Lead change initiatives and educate teams on tax best practices
- Collaborate with Portfolio Management, Legal, and Marketing to provide strategic tax guidance
Requirements
- 10+ years in tax, preferably focused on investment funds
- Master’s degree in Tax, Law, Accounting, or Finance
- CPA, CA, or ACCA certification preferred
- 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)
- Ability to communicate complex tax issues clearly
- Leads effectively and builds strong stakeholder relationships
- Demonstrates accountability and a proactive, solution-focused mindset
- Experience with alternative investments and digital assets
- We are unable to offer visa sponsorship/transfer for this position (work authorization required)
