Tax Coordinator managing compliance and planning for taxes at Banco Sofisa. Overseeing tax obligations and supporting internal audits with integrated financial areas.
About the role
- Tax Management Associate at Glenmede focusing on fiduciary tax administration and client service. Supporting tax engagement with relationship management and administrative tasks in a hybrid setup.
Responsibilities
- Assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement
- Handle complex to moderately complex client inquiries as part of the Tax team
- Act as initial point of contact for client and internal communications
- Develop knowledge of administrative, tax, and IRS filing aspects of fiduciary accounts
- Become a subject matter expert on all aspects of basic tax duties
- Review and maintain OneSource data for specific transaction types
- Participate in special projects and firm-wide initiatives
- Assist and train others, as needed.
Requirements
- Bachelor’s degree required
- 1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation
- 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!
Job title
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