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 overseeing $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).
The primary function of a Tax Preparer is to assist in the preparation of tax returns and help with planning for Glenmede clients.
Tax preparation. Federal and State Tax Return preparation for all the following: Individual, Partnership, S Corp, and Gift.
Client service. Work closely with other members of the firm to best meet our client’s needs. Provide input for tax planning and tax projections.
Firm Building. Develop a strong knowledge of Tax functions, policies, procedures, and best practices. Participate in special projects and identify process improvements.
Bachelor’s degree is required
An accountant with 1-3 years of experience in preparation of individual income tax returns is required
Experience with tax preparation for high-net-worth individuals a plus
Ability to communicate tax concepts to clients and others in a clear and concise manner
Excellent knowledge of technology 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
Ability to interact effectively with high-net-worth clients, attorneys, CPAs and co-workers