Tax Management Associate
About The Position
Glenmede has been a trusted partner for private wealth, endowment & foundation, and investment management clients for over 65 years, emphasizing independence, innovation, and client commitment. 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. The Private Wealth division focuses on integrated wealth management to empower clients in pursuing their purpose, passions, and legacy. This role operates in a hybrid environment, requiring 1 day per week in the Philadelphia, PA office, with potential for 3-4 days during busy periods.
Requirements
- Bachelor’s degree required.
- 1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation.
Nice To Haves
- 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 organizational and problem-solving skills.
- Ability to work well under time pressure.
- Consistent accuracy and attention to detail.
Responsibilities
- Independently handle complex to moderately complex client inquiries as part of the Tax team.
- Respond to client requests or proactively identify potential issues, undertake research, and resolve them with guidance from senior officers where appropriate, keeping all relevant parties informed.
- Respond to situations that arise when other team members are out of the office.
- Act as the initial point of contact for client and internal communications, manage information flow, prioritize needs, and assist with drafting communications.
- Coordinate with investment, Private Wealth, E&F, or other departments to ensure deadlines are met.
- Develop a strong knowledge of administrative, tax, and IRS filing aspects of fiduciary accounts, including functions, policies, procedures, and best practices for daily management of the Fiduciary Tax Outsource engagement.
- Develop key knowledge of support systems for fiduciary accounts (Global Plus, Salesforce, OneSource, and Advisor Connect).
- Become a subject matter expert on basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests, and other essential functions for client account management without oversight.
- Coordinate with Private Wealth and other internal/external business partners until transactions or matters are resolved.
- 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, and develop presentation skills.
- Assist and train others as needed.
- Perform other duties and responsibilities as assigned.
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!
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
