Tax Co-Op

 **This job posting is for our Drexel Co-Op Program and not for external applicants to apply.**

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.

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

RESPONSIBILITIES:

The primary responsibilities of the co-op position will be to: 

• Acquire practical and theoretical knowledge of tax issues related to trusts.
• Review and adjust year-end tax information including amortization and option transactions. 
• Partner with trust advisors on 65-day distributions for complex trusts. 
• Assist with processing and other administrative duties related to filing and tracking of tax returns. 
• Assist with special projects related to the client relationship management system.
• Assist the Tax team with assigned projects and tax-related duties.
• Assist with research of tax laws, rules, and regulations in relation to specific situations.
• Attend educational sessions within the department on key tax topics.
• Perform other duties as assigned.

QUALIFICATIONS:

• Accounting/business majors preferred.
• Microsoft Word required. 
• Microsoft Excel-intermediate to advanced level experience required. 
• Strong written and verbal communication skills. 

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.

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