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HomeCompanies91a10898 D8ce 4d8a 8e43 34624df15cff 19000101 000001Fiduciary Tax Advisor

Fiduciary Tax Advisor

91a10898 D8ce 4d8a 8e43 34624df15cff 19000101 000001 · Philadelphia, PA, US, Philadelphia, PA · Hybrid · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company91a10898 D8ce 4d8a 8e43 34624df15cff 19000101 000001
TitleFiduciary Tax Advisor
Normalized title-
Department / team-
LocationPhiladelphia, PA, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-18 / 2026-06-19
Changed / last seen2026-06-22 / 2026-06-22

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ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Philadelphia.Open
Work model jobsActive Hybrid postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company91a10898 D8ce 4d8a 8e43 34624df15cff 19000101 000001
Source646eb861-04a6-4ac8-9189-a45a405170e5
ATS providerADP Workforce Now Recruiting

Description

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 partners 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, 1 day per week in the office, or up to 3 days as needed (Philadelphia, PA) . OVERVIEW: The primary function of a Fiduciary Tax Advisor is to support the Outsourced tax preparation of trust tax returns, review trust tax returns and provide other information to serve Glenmede’s clients. This position will have responsibility for reviewing tax returns for numerous trust entities and providing fiduciary tax advice. RESPONSIBILITIES: Fiduciary Tax Review. Review Federal and state fiduciary income tax returns. Respond to inquiries from internal colleagues and Outsource provider. Assist with trust document review and determination of fiduciary income tax filing requirements. Responsible for review and adjustments to reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity. Monitor changes in laws for trust entities, communicating those changes within Glenmede and externally. Client Service. Provide timely and proactive planning advice both orally and in writing, including year-end and 65 Day election planning, tax estimate calculations and planning; respond to client inquiries and questions in timely and clear manner. Respond to tax authority notices on behalf of trust entities. 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. REQUIRED QUALIFICATIONS: Bachelor’s degree required. Three to five years’ experience of specific experience in the taxation and reporting of trusts. PREFERRED QUALIFICATIONS: CPA or EA preferred. Ability to clearly explain complex tax concepts orally and in writing. Excellent knowledge of Excel and ability to learn new computer software quickly. Ability to effectively prioritize and manage competing demands in a fast-paced, time-sensitive environment. Strong interpersonal skills with the ability to engage thoughtfully and effectively with high-net-worth clients, trustees, intermediaries, and colleagues. 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/ . ** 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. #LI-Hybrid

Full job record

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Board ID646eb861-04a6-4ac8-9189-a45a405170e5
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Provider Job Key553912
TitleFiduciary Tax Advisor
Normalized Title
Statusactive
Activeyes
Location TextPhiladelphia, PA, US, Philadelphia, PA
Department
Team
Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionPA
CityPhiladelphia
Salary Raw
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First Seen At2026-06-19 12:36:21Z
Last Seen At2026-06-22 12:10:23Z
Last Checked At2026-06-22 12:10:23Z
Last Changed At2026-06-22 12:10:23Z
Inactive At
Source Posted At2026-06-18 12:49:00Z
Source Updated At
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    "requisitionDescription": "<div><p style=\"margin-left:0in;\" data-pasted=\"true\"><em><span style=\"font-size: 18px;\">Empowering Financial Futures.&nbsp;</span></em></p><p style=\"margin-left:0in;\">For more than 65 years, Glenmede&rsquo;s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &amp; foundation, and investment management clients.</p><p style=\"margin-left:0in;\">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. 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Our success is determined by the success of our clients.&nbsp;</p><p style=\"margin-left:0in;\" data-pasted=\"true\">This position will operate in a hybrid work environment, 1 day per week in the office, or up to 3 days as needed <strong>(Philadelphia, PA)</strong>.</p><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong><span style=\"font-size: 18px;\">OVERVIEW:</span></strong></p><p style=\"margin-left:0in;\">The primary function of a Fiduciary Tax Advisor is to support the Outsourced tax preparation of trust tax returns, review trust tax returns and provide other information to serve Glenmede&rsquo;s clients. This position will have responsibility for reviewing tax returns for numerous trust entities and providing fiduciary tax advice.</p><p style=\"margin-left:0in;\"><strong><span style=\"font-size: 18px;\">RESPONSIBILITIES:&nbsp;</span></strong></p><p style=\"margin-left:0in;\"><strong>Fiduciary Tax Review.</strong> Review Federal and state fiduciary income tax returns. Respond to inquiries from internal colleagues and Outsource provider. Assist with trust document review and determination of fiduciary income tax filing requirements. Responsible for review and adjustments to reporting of investment account transactions throughout the year, including additions, distributions, and complex investment activity. Monitor changes in laws for trust entities, communicating those changes within Glenmede and externally.</p><p style=\"margin-left:0in;\"><strong>Client Service.</strong> Provide timely and proactive planning advice both orally and in writing, including year-end and 65 Day election planning, tax estimate calculations and planning; respond to client inquiries and questions in timely and clear manner. Respond to tax authority notices on behalf of trust entities.</p><p style=\"margin-left:0in;\"><strong>Firm Building.</strong> 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.</p><p style=\"margin-left:0in;\"><strong><span style=\"font-size: 18px;\">REQUIRED QUALIFICATIONS:&nbsp;</span></strong></p><ul type=\"disc\"><li style=\"margin-left:0in;\">Bachelor&rsquo;s degree required.&nbsp;</li><li style=\"margin-left:0in;\">Three to five years&rsquo; experience of specific experience in the taxation and reporting of trusts.</li></ul><p style=\"margin-left:0in;\"><strong><span style=\"font-size: 18px;\">PREFERRED QUALIFICATIONS:</span></strong></p><ul type=\"disc\"><li style=\"margin-left:0in;\">CPA or EA preferred.</li><li style=\"margin-left:0in;\">Ability to clearly explain complex tax concepts orally and in writing.</li><li style=\"margin-left:0in;\">Excellent knowledge of Excel and ability to learn new computer software quickly.</li><li style=\"margin-left:0in;\">Ability to effectively prioritize and manage competing demands in a fast-paced, time-sensitive environment.</li><li style=\"margin-left:0in;\"><span data-teams=\"true\" data-pasted=\"true\">Strong interpersonal skills with the ability to engage thoughtfully and effectively with high-net-worth clients, trustees, intermediaries, and colleagues.</span></li></ul><p style=\"margin-left:0in;\" data-pasted=\"true\">Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit <a href=\"http://www.glenmede.com/\" target=\"_blank\">http://www.glenmede.com</a>.</p><p style=\"margin-left:0in;\"><em>Our Benefits Overview:</em></p><p style=\"margin-left:0in;\">-Competitive health and welfare benefits, including company HSA contributions</p><p style=\"margin-left:0in;\">-Numerous voluntary benefit choices available&nbsp;</p><p style=\"margin-left:0in;\">-Superior 401k match&nbsp;</p><p style=\"margin-left:0in;\">-Tuition reimbursement&nbsp;</p><p style=\"margin-left:0in;\">-Company subsidized commuter benefits</p><p style=\"margin-left:0in;\">-Generous paid time off, including parental leave&nbsp;</p><p style=\"margin-left:0in;\">-Plus more!</p><p style=\"margin-left:0in;\" data-pasted=\"true\">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&rsquo;s policy on equal employment opportunity, please visit <a href=\"https://www.glenmede.com/equal-opportunity-employer/\" target=\"_blank\">https://www.glenmede.com/equal-opportunity-employer/</a>.&nbsp;</p><p><span style=\"font-size: 12px;\">** 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.</span></p><p><span style=\"font-size: 12px; color: rgb(255, 255, 255);\">#LI-Hybrid&nbsp;</span></p></div>\n",
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