Fiduciary Tax Advisor

Overview

The primary function of a Fiduciary Tax Advisor is to support the Outsourced tax preparation of trust tax returns, review trust tax returns and provide other information to serve Glenmede’s clients. This position will have responsibility for reviewing tax returns for numerous trust entities and providing fiduciary tax advice.

Responsibilities

• Fiduciary Tax Review:
  • Review Federal and state fiduciary income tax returns.
  • Respond to inquiries from internal colleagues and Outsource provider.
  • Absorb responsibility for reviewing and adjusting reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity.
  • Maintain awareness of 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 a 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.

Prior to 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 effectively prioritize and manage competing demands in a fast-paced, time-sensitive environment.
• Strong interpersonal skills with the ability to engage thoughtfully and effectively with high-net-worth clients, trustees, intermediaries, and colleagues.

Benefits

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!

About Glenmede

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit 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!
We are an equal opportunity employer and committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.
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.