Fiduciary Tax Advisor

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and welfare benefits

401k match

Tuition reimbursement

Paid parental leave

Job summary

Glenmede, located in Philadelphia, is seeking a Fiduciary Tax Advisor to support the tax preparation of trust tax returns and provide fiduciary tax advice. This role involves reviewing tax returns, offering planning advice to clients, and engaging in firm-wide improvement projects.

The ideal candidate will have a Bachelor's degree and 3-5 years of experience in trust taxation. Glenmede offers a hybrid work environment, competitive benefits, and opportunities for career growth.

Qualifications

• 3-5 years of experience in taxation and reporting of trusts.
• Ability to explain complex tax concepts clearly in writing.
• Strong prioritization and time management in fast-paced environments.

Responsibilities

• Review fiduciary tax returns and respond to inquiries.
• Provide planning advice and respond to client questions.
• Develop knowledge of tax policies and participate in process improvements.

Skills

Taxation and reporting of trusts

Client service communication

Excel proficiency

Interpersonal skills

Education

Bachelor's degree

Job description

Empowering Financial Futures. For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team‑oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one‑dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 1 day per week in the office, or up to 3 days as needed (Philadelphia, PA).

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. Assist with trust document review and determination of fiduciary income tax filing requirements. Responsible for review and adjustments to reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity. Monitor 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.

Preferred 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 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!

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

Glenmede is an equal opportunity workplace 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/.