Client Service Associate, Tax

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 partner 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, 3 days per week in the office (Philadelphia, PA). 

OVERVIEW:

The primary function of the Client Service Associate (Tax) is to manage an organized filing process for trust tax returns, maintain department records and take responsibility for timely tax payments. The Client Service Associate (Tax) reports to the Director of Tax.

RESPONSIBILITIES:

Tax support. Process and track status and filing of federal and state tax returns, including maintenance of detailed processing records. Maintain the federal and state tax estimated tax records and provide for timely remittance of estimates including notification of amounts to Relationship Managers. Respond to requests for tax information.

Administrative support. Process check requests and deposit refund checks. Maintain audit trail records for fiduciary tax returns by adhering to document management and retention procedures. Assist Tax Advisors in securing data necessary for the completion of returns. Assist with other tax department administrative functions as needed, working effectively and collegially with the other associates and advisors.

Firm building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve user experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.

Hours: Occasional overtime work required throughout the year. Significant overtime work is required on weekends and evenings from March to April and August to September. 

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or equivalent experience preferred.
• Minimum of two years of experience in the financial services field, preferably in a fiduciary environment.
• Ability to work overtime, including evenings and weekends, as required.
• Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management.

PREFERRED QUALIFICATIONS:

• Knowledge of Salesforce.com applications desirable.
• Excellent interpersonal skills with a demonstrated ability to effectively interact with coworkers and high net-worth clients by phone and in person.
• Proven ability to interact effectively with other professionals on a daily basis.
• Excellent verbal and written communication skills/pleasant telephone manner.
• Proven competence in organizational and problem-solving skills, ability to work well under pressure, and consistent accuracy and attention to detail.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.

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

Our 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!

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/.