Tax Advisor

3 days ago


Philadelphia, Pennsylvania, United States Glenmede Full time
About the Role

Glenmede is seeking a highly skilled Fiduciary Tax Advisor to join our team. As a key member of our tax team, you will be responsible for preparing and reviewing trust tax returns, providing fiduciary tax advice, and ensuring compliance with all relevant laws and regulations.

Key Responsibilities
  • Prepare and review trust tax returns, including Federal and State fiduciary tax returns
  • Provide fiduciary tax advice and guidance to clients and internal stakeholders
  • Monitor changes in laws and regulations affecting trust entities and communicate those changes within Glenmede and externally
  • Develop and maintain strong relationships with clients, trustees, and intermediaries
  • Participate in special projects and identify process improvements to enhance the tax function
Requirements
  • Bachelor's degree in a relevant field, such as accounting or finance
  • Three to five years of experience in taxation and reporting of trusts
  • CPA or EA certification preferred
  • Excellent knowledge of Excel and ability to learn new software quickly
  • Ability to clearly explain complex tax concepts orally and in writing
About Glenmede

Glenmede is a leading provider of private wealth management services, with a commitment to delivering exceptional client service and expertise. We offer a competitive benefits package, including health and welfare benefits, tuition reimbursement, and a generous 401k match.

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 the contributions of all employees.


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