Tax Advisor

6 days ago


Philadelphia, Pennsylvania, United States Glenmede Full time
Job Title: Fiduciary Tax Advisor

Glenmede is seeking a highly skilled Fiduciary Tax Advisor to join our team. As a Fiduciary Tax Advisor, you will play a critical role in preparing and reviewing trust tax returns, providing fiduciary tax advice, and ensuring compliance with tax laws and regulations.

Responsibilities:
  • Prepare and review trust tax returns, including Federal and State fiduciary tax returns.
  • Provide fiduciary tax advice to clients and internal stakeholders.
  • Monitor changes in tax laws and regulations, communicating updates to the team and clients.
  • Assist with trust document review and determination of fiduciary income tax filing requirements.
  • Review and adjust reporting of investment account transactions throughout the year.
Requirements:
  • Bachelor's degree required.
  • Three to five years' experience in taxation and reporting of trusts.
  • CPA or EA preferred.
  • Excellent knowledge of Excel and ability to learn new computer software quickly.
  • Ability to clearly explain complex tax concepts orally and in writing.
About Glenmede:

Glenmede is a leading provider of private wealth, endowment, and foundation management services. We are committed to delivering exceptional client service and fostering a collaborative work environment.

We offer a competitive benefits package, including health and welfare benefits, voluntary benefit choices, and a superior 401k match. Our company is headquartered in Philadelphia, PA, with 9 office locations in the US.

Glenmede is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to creating a diverse and inclusive work environment that values and respects all employees and applicants.


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