The primary function of a Tax Advisor is to provide tax advice, to prepare tax returns, and to provide other information to serve Glenmede’s clients. The Tax Advisor in this position will have responsibility for return preparation for numerous individual, business entity and entrepreneurial clients. This may include the preparation of income tax returns, tax responsibilities for household employees, and managing other tax issues faced by high net worth clients.
Tax preparation. Federal and State Tax Return preparation for all of the following: Individual, Partnership, S Corp, and Gift. Participate in peer review of federal and state returns prepared by other department members. Provide timely and proactive planning advice to clients. Monitor changes in laws for all accounts and notify affected areas. Occasional overtime work required throughout the year. Extensive overtime required during tax season; Saturdays required January to April
Client service. Act as an initial point of contact for tax inquiries. Work closely with other members of the firm to best meet our client’s needs. Respond to tax authority notices on behalf of clients including handling of tax audits.
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.
Bachelor’s degree required
CPA with Master’s in Tax preferred
An accountant with five to seven years’ experience in preparation of individual income tax returns for high net worth individuals. Partnership tax expertise preferred.
Ability to communicate tax concepts to clients and others in a clear and intelligent manner in writing and orally.
Ability to speak into a telephone clearly and intelligibly.
Excellent knowledge of computers with emphasis on spreadsheet, word processing and tax preparation software (MS Word and Excel required, CCH ProSystem a plus).
Ability to handle a wide variety of activities under significant pressure
Ability to interact politely and effectively with high net worth clients, attorneys, CPAs and co-workers
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history (including pregnancy) or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.
About Glenmede Trust Company
RELIABLE. CREATIVE. INDEPENDENT.
Who is Glenmede?
A history of stability, an independent spirit and a creative mentality. What sets Glenmede apart is what defines us as an organization. We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States.
With offices in Philadelphia, Cleveland, Morristown, New York, Princeton, Washington, DC and Wilmington, Glenmede is small enough to provide highly personalized service and yet, with $40 billion in assets under management, large enough to provide access to a wide range of asset classes and world-class financial advice.
Private ownership lets us take a long-term investment view and supports our commitment to organizational and staff stability. Our independence also allows us to singularly focus on what we do best—deliver the highest standard of personalized service and thoughtful advice.