Glenmede · 1 month ago
Tax Management Associate
Philadelphia, PA, US
Full-time
Hybrid
Entry Level
1+ years expGlenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Tax Management Associate will assist the Tax Director and Fiduciary Tax Manager with managing fiduciary tax engagements, ensuring compliance, and maintaining excellent client relationships.
ConsultingFinancial ServicesInsurance
Responsibilities
Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of the Tax team
Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed
Respond to situations that arise when other team members are out of the office
Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required
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 related to the daily management of the Fiduciary Tax Outsource engagement
Develop key knowledge of support systems underlying such accounts
Become a subject matter expert on all aspects of basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all duties without oversight
Coordinate with Private Wealth and other internal/external business partners until transactions or matters are resolved to full completion
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 with colleagues and peers and to develop presentation skills
Assist and train others, as needed, and perform other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree required
1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation
Preferred
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 the following: organizational and problem-solving skills
Ability to work well under time pressure
Consistent accuracy and attention to detail
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!
Company
Glenmede
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Coconate
Managing Director & Regional Head of Florida
Mark Parthemer
Chief Wealth Strategist & Florida Regional Director
Recent News
2026-01-11
Seattle TechFlash
2025-09-12
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