Tax Management Associate

Overview

The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives.

Responsibilities

• Relationship Management and Client Service
  • Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of the Tax team.
    • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.
    • Respond to situations that arise when other team members are out of the office.
    • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
    • Cook up coordination with investment, Private Wealth, E&F or other departments to ensure deadlines are met.
• Outsource Engagement Administration
  • Develop a strong knowledge of administrative, tax, and IRS filing aspects of fiduciary accounts, including functions, policies, procedures, and best practices related to the daily management of the Fiduciary Tax Outsource engagement.
  • Develop key knowledge of support systems underlying such accounts.
  • (Global Plus, Salesforce, OneSource and Advisor Connect).
  • Become a subject matter expert on all aspects of basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all duties without oversight.
  • Cook up coordination with Private Wealth and other internal/external business partners until transactions or matters are resolved to full completion.
• Complex Analysis, Intermediate Tax Reporting Preparation and Project Initiatives
  • Become familiar with fiduciary tax preparation to assist tax advisors with client tax matters.
  • Review and maintain OneSource data for specific transaction types.
  • Implement client elections for paperless tax reporting on OneSource.
  • Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills.
• Firm Building
  • Assist and train others, as needed, and perform other duties and responsibilities as assigned.

Required Qualifications

• Bachelor’s degree required.
• 1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation.

Prior to Qualifications

• Knowledge of trust accounting and investment systems strongly preferred.
• Superior team orientation.
• Advanced knowledge of Microsoft Office.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.
• Excellent verbal and written communication skills.
• Demonstrated competence in the following: organizational and problem-solving skills.
• Ability to work well under time pressure, Consistent accuracy and attention to detail.

Benefits

Competitive health and welfare benefits, including company HSA contributionsNumerous voluntary benefit choices availableSuperior 401k matchTuition reimbursementCompany subsidized commuter benefitsGenerous paid time off, including parental leavePlus more!

About Glenmede

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com. Our Benefits Overview:

EEO Statement

Glenmede is an equal opportunity employer and is 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/. 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.