Tax Co-Op
About The Position
This job posting is for our Drexel Co-Op Program and not for external applicants to apply. Glenmede has been a trusted partner for private wealth, endowment & foundation, and investment management clients for over 65 years, known for its independent ownership, innovation, and commitment to clients. The company fosters a team-oriented environment that values employee knowledge, expertise, and diverse backgrounds, promoting continuous career growth and development. Glenmede offers the infrastructure of a large firm with the client and employee focus of an independently owned boutique. This position operates in a hybrid work environment, requiring 3 days per week in the office in Philadelphia, PA.
Requirements
- Accounting/business majors preferred.
- Microsoft Word required.
- Microsoft Excel-intermediate to advanced level experience required.
- Strong written and verbal communication skills.
Responsibilities
- Acquire practical and theoretical knowledge of tax issues related to trusts.
- Review and adjust year-end tax information including amortization and option transactions.
- Partner with trust advisors on 65-day distributions for complex trusts.
- Assist with processing and other administrative duties related to filing and tracking of tax returns.
- Assist with special projects related to the client relationship management system.
- Assist the Tax team with assigned projects and tax-related duties.
- Assist with research of tax laws, rules, and regulations in relation to specific situations.
- Attend educational sessions within the department on key tax topics.
- Perform other duties as assigned.
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What This Job Offers
Career Level
Intern
Education Level
Associate degree
