Philadelphia, Pennsylvania, United States · Hybrid
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,…
Skills: Fiduciary Tax Preparation, Trust Tax Returns, Tax Planning, Federal And State Tax Law, Investment Account Reporting
Indiana, Pennsylvania, United States · Remote OK
Creates a level of support and communication between the Commercial Lines production staff and insurance buyer by performing all defined client services for each defined agency book of business category, including but no…
Skills: Commercial Lines Insurance, Client Services, Quoting, Proposal Creation, Stewardship Reporting
Pittsburgh, Pennsylvania, United States · On-site
$104k–$180k/yr
We’re seeking a future team member for the role of Senior Vice President, POM Technical Product Management to join our AI Hub team. This role is located in Pittsburgh, PA. This is an opportunity for an experienced techni…
Skills: Technical Product Management, AI Product Strategy, Roadmap Development, Backlog Prioritization, Agile Methodologies
Westtown Township, Pennsylvania, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Sales, Retail Banking, Client Relationship Management, Financial Consulting, Communication Skills
Muhlenberg Township, Pennsylvania, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Leadership, Coaching, Retail Banking, Risk Management, Operational Integrity
Easton, Pennsylvania, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Leadership, Coaching, Retail Banking, Risk Management, Operational Integrity
Lower Merion Township, Pennsylvania, United States · On-site
$135k–$165k/yr
GBLI | Global Indemnity provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our…
Skills: AI Engineering, Machine Learning, Python, RAG, LLMs
Latrobe, Pennsylvania, United States · On-site
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is…
Skills: Sales, Customer Service, Transaction Processing, Account Maintenance, Vault Balancing
Middletown, Pennsylvania, United States · Hybrid
$87k–$119k/yr
Posting Start Date: June 18, 2026 Posting End Date: July 2, 2026 Position Number: 80007088 Union: Non-Union FLSA Status: Salaried Exempt Department: Administrative Operations - Internal Audit Salary Grade: E-4 Salary Ran…
Skills: Internal Audit, Risk Management, Financial Auditing, Compliance Auditing, Technology Auditing
King of Prussia, Pennsylvania, United States · On-site
We are looking for a seasoned Assistant General Manager to assist leadership with the new development of our Residence Inn and City Express in King of Prussia, PA! ESSENTIAL DUTIES AND RESPONSIBILITIES Guest Services Mai…
Skills: Guest Services, Marketing Management, Profit Management, Human Resource Management, Asset Management
Latrobe, Pennsylvania, United States · On-site
OBJECTIVE The Supervisor of Retail Experience supports the Financial Center Manager with providing exceptional service with a focus on operations, obtaining organizational goals, financial center growth, staff developmen…
Skills: Lending, Consumer Loans, Home Equity Loans, Member Service, Staff Development
Pittsburgh, Pennsylvania, United States · On-site
Property Location: 745 Grant Street - Pittsburgh, Pennsylvania 15219 You belong at Drury Hotels. Getting a job is just the beginning. Finding a place where you belong is what truly matters. Who you are and what you do ma…
Skills: Guest Services, Night Auditing, Cash Handling, Front Desk Operations, Financial Reporting
Loganton, Pennsylvania, United States · On-site
Primary Office Location:4 East Main Street. Loganton, Pennsylvania. 17747. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Philadelphia, Pennsylvania, United States · On-site
$95k–$104k/yr
About Us RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of thir…
Skills: Property Management, Staff Supervision, Budget Management, Financial Reporting, Resident Relations
Sewickley, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Scranton, Pennsylvania, United States · On-site
Job DetailsJob Location: Scranton, PA 18504Position Type: Full TimeWho We Are: Founded in 1902, we have grown to meet the expanding financial needs of the communities we serve. Recognized both regionally and nationally f…
Skills: Customer Service, Sales, Financial Consulting, Relationship Management, Cross-selling
Moosic, Pennsylvania, United States · On-site
$70k–$85k/yr
Job Requisition ID: 94089 Location Designation: Fully Onsite Business Unit Overview Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As…
Skills: Relationship Management, Performance Management, Conflict Resolution, Digital Adoption, Training and Coaching
Lansdowne, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Cash Handling, Customer Service, Transaction Processing, Active Listening, Risk Management
Pittsburgh, Pennsylvania, United States · On-site
The Assurance Group is looking to hire and train new agents with the right skill set for our National Marketing Organization. Although experienced insurance agents are welcome to apply, no experience is necessary. In fac…
Skills: Outside Sales, Client Relationship Management, Insurance Sales, Lead Conversion, Communication Skills
Manheim Township, Pennsylvania, United States · On-site
The Assurance Group is looking to hire and train new agents with the right skill set for our National Marketing Organization. Although experienced insurance agents are welcome to apply, no experience is necessary. In fac…
Skills: Outside Sales, Client Relationship Management, Insurance Sales, Lead Conversion, Communication Skills
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The role focuses on reviewing federal and state fiduciary income tax returns and providing tax advice for trust entities. It involves managing investment account reporting and providing proactive planning advice to high-net-worth clients.
A bachelor's degree and three to five years of specific experience in trust taxation and reporting are required. A CPA or EA certification is preferred along with strong communication and Excel skills.
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:
PREFERRED QUALIFICATIONS:
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
Empowering Financial Futures
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years. To read our social media terms of use, visit: https://tinyurl.com/4pdmuuhp
Offices: 1650 Market Street, Suite 1200, Philadelphia, Pennsylvania 19103, US · 3900 Park East Drive, Suite 100, Beachwood, Ohio 44122, US · 535 Madison Avenue, 21st Floor, New York, NY 10022, US · 100 Campus Drive, Suite 116, Florham Park, New Jersey 07932, US · 20 Montchanin Rd, Suite 2000, Greenville, Delaware 19807, US
Based on 1553 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include PNC, Vanguard, BNY, Truist, First National Bank of Pennsylvania, among others. Browse the listings above to see every active employer.
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