Assistant in Fund Tax team
Franklin Templeton Investments
26 d. temu

Assistant in Fund Tax team-822344

Franklin Templeton Investments remains a leading global investment management organization for more than 65 years thanks to our greatest assets -

our employees. With over 9,000 employees working in 35 countries around the world to service over 240 financial products, we offer an exceptional range of diverse career options.

Our corporate values reflect the best of our employees. We believe in putting clients first, building relationships, achieving quality results, and working with integrity.

We strive to bring a balance of work and life to our employees

What is the Global Fund Tax Department responsible for?

The Global Fund Tax Department of Franklin Templeton is responsible for managing the tax compliance and reporting for all Franklin Templeton funds and products globally.

The department consists of teams located in the US, Canada, Australia, India and different European locations (Edinburgh, Luxembourg, Poznan).

For our Poznan location, we are recruiting an Assistant .

What are the ongoing responsibilities of an Assistant in Fund Tax department?

The Assistant will provide administrative support to the European Fund Tax team and to the head of the department. The Assistant will also assist with Fund Tax compliance tasks relating to Franklin Templeton funds domiciled and / or distributed in the EMEA region.

The responsibilities of the role include :

  • Provide administrative support for European Fund Tax team including : tracking of deadlines, invoice processing, cost reporting, filing of documentation, administration of subscriptions and data accesses, business continuity etc.
  • Act as a point of contact for external advisors with regards to contracts, engagement letters and invoices.
  • Establish & maintain processes for the efficient administration of Fund Tax Department.
  • Support members of the Fund Tax team in completing regular tax compliance tasks.
  • Assist members of the Fund Tax team with coordinating projects and deliverables.
  • Assist the team management with compiling management reporting.
  • Provide administrative support to the VP - Global Fund Tax, including scheduling of meetings, travel arrangements, compilation of management reporting.
  • What ideal qualifications, skills and experience would help someone to be successful?

    Qualifications & Experience

  • Bachelor degree or equivalent work experience.
  • Ideally first secretarial / administrative experience in a tax or legal firm or in the financial services industry.
  • Fluent in English (written & spoken), any additional language would be an asset.
  • Knowledge, Skills & Abilities

  • Very good knowledge of business desktop applications i.e. Microsoft Word, Excel and Outlook.
  • Excellent verbal and written communication skills.
  • Strong organizational and planning skills.
  • Strong attention to details.
  • Ability to interact with staff at all levels.
  • Ability to maintain confidentiality.
  • Ability to prioritize workflow meeting deadlines.
  • 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 :

  • Possibility to develop your career in a Global environment
  • Attractive location
  • Benefit package : medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
  • Stable employment conditions
  • Free gym in your office
  • Friendly and supportive working environment
  • Participation in international projects
  • Possibility to lead or support Charity Events
  • We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.

    An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

    We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

    Take some time to, meet some of our people, and see what it means to say, I AM Franklin Templeton .


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