JENNIFER PARK
 

Tax Advisor

THE GLENMEDE TRUST COMPANY, N.A.

Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $43.6 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.

This position will operate in a hybrid work environment, 2-3 days per week in the office (Philadelphia, PA).

Overview:

The primary function of a Tax Advisor is to give tax advice, prepare tax returns, and provide relevant tax information needed to serve Glenmede’s clients. The Tax Advisor in this position will have responsibility for return preparation for numerous individuals, business entities, and entrepreneurial clients. In addition to the preparation of income tax returns, this may include filing responsibilities for household employees, and managing other tax issues faced by high-net-worth clients.

Responsibilities:

Tax preparation. Prepare Federal and State Tax Returns for the following: Individual, Partnership, S Corporation, 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 tax laws for all accounts and notify impacted parties. Occasional overtime work required throughout the year. Extensive overtime required during tax season.

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. Contribute to department talent through in-house training sessions. Mentor and advise junior staff. Perform other duties and responsibilities as assigned.

Required qualifications:

  • Bachelor degree required
  • An accountant with four to seven years’ experience in preparation of individual income tax returns for high-net-worth individuals.

Preferred Qualifications:

  • CPA with Masters in Tax preferred
  • Excellent written and verbal communication skills
  • Ability to explain tax concepts to clients and others in a clear and intelligent manner
  • Excellent knowledge of technology with emphasis on spreadsheet, word processing, and tax preparation software (Excel and MS Word 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 requires our employees to be vaccinated as a condition of employment, subject to reasonable accommodation as required by law. If you are hired, we will require that you either: 1) prove that you received your Covid-19 vaccine; or 2) obtain approval for a reasonable accommodation based on a sincerely-held religious belief or disability.

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, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, 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.

** 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.