This position will operate in a hybrid work environment (Philadelphia, PA).
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to helping clients understand how the dimensions of wealth interconnect, see the possibilities in every move and work with a multifaceted strategic plan to reach a defined goal. This is how we go beyond the numbers to create meaningful impact, delivered in a personal, collaborative manner by our team of specialists.
OVERVIEW:
The primary function of a Fiduciary Tax Advisor is to prepare and review trust tax returns and provide other information to serve Glenmede’s clients. This position will have responsibility for preparing and reviewing tax returns for numerous trust entities and providing fiduciary tax advice.
RESPONSIBILITIES:
Fiduciary tax preparation and review. Preparation of Federal and State fiduciary tax returns. Significant participation in review process for fiduciary income tax returns. Assist with trust document review and determination of fiduciary income tax filing requirements. Responsible for review and adjustments to reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity. Monitor changes in laws for trust entities, communicating those changes within Glenmede and externally.
Client service. Provide timely and proactive planning advice both orally and in writing, including year-end and 65 Day election planning, tax estimate calculations and planning; respond to client inquiries and questions in timely and clear manner. Respond to tax authority notices on behalf of trust entities.
Firm-building. Develop a strong knowledge of Tax functions, policies, procedures, and best practices. Participate in special projects and identify process improvements. Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree required.
- Three to five years’ experience of specific experience in the taxation and reporting of trusts.
PREFERRED QUALIFICATIONS:
- CPA or EA preferred.
- Ability to clearly explain complex tax concepts orally and in writing.
- Excellent knowledge of Excel and ability to learn new computer software quickly.
- Ability to handle a wide variety of activities under significant time pressure.
- Ability to interact politely and effectively with high-net-worth clients, trustees, intermediaries, and colleagues.
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.
Our Benefits Overview:
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede
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