Settlement Specialist
3 weeks ago
Glenmede is seeking a highly skilled Settlement Specialist to join our Estate and Trust Settlement Group. As a key member of our team, you will be responsible for supporting the settlement of estates and related trusts by preparing and reviewing tax returns, monitoring tax notices, and researching tax-related issues.
Key Responsibilities- Prepare and/or review fiduciary income tax returns, gift tax returns, federal estate tax returns, and state inheritance tax returns.
- Monitor and address tax notices, and research various estate, gift, and trust-related tax issues.
- Coordinate the identification of assets, valuation, appraisal, and collection of assets, as well as the preparation of spreadsheets and client communication.
- Provide expert analysis of our acts as trustee or executor, and perform death tax reviews to flag potential tax or administration-related issues.
- Liaise with Operations, Tax, and Relationship Managers to ensure proper tax and statement reporting for accounts impacted by a client's death.
- Bachelor's degree or solid trust and estate paralegal experience.
- A minimum of 5-7 years of experience in trust and estate settlement administration, including the preparation and/or review of federal estate tax returns, state inheritance, and estate tax.
- Law degree, CPA, or significant experience as a paralegal in a Trusts and Estates practice group.
- Excellent proofreading skills and clear and concise communication skills.
- Strong knowledge of Microsoft Windows, Word, Excel, and PowerPoint.
Glenmede is a trusted partner for private wealth, endowment, and foundation, and investment management clients. We offer a team-oriented environment, opportunities for continuous career growth and development, and a hybrid work environment with 3 days per week in the office.
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