Delaware Trust Tax Manager - Lead Compliance & Ops

US Diversity Job Search; Wilmington (DE); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Life, disability insurance

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking a Tax Manager to lead Delaware Trust Tax Services. This role oversees trust tax compliance, prepares federal/state/local tax returns, and partners with Trust Officers, Wealth Advisors, and clients to ensure accurate, timely filings.

The successful candidate will have 10+ years of tax experience, CPA/EA/JD credential, and strong knowledge of fiduciary taxation, FATCA, and multi-state tax rules, with leadership responsibility within Delaware operations.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Masters in taxation or LLM preferred.
• Minimum of 10 years of relevant tax experience.
• Professional tax credential such as CPA, EA, or JD.
• Strong knowledge of complex federal, state, and local tax regulations.
• Experience with international trust and FATCA.
• Experience in Nevada trust taxation preferred.
• Ability to interpret and apply IRS code requirements to account transactions.
• Excellent technology skills with the ability to operate effectively across multiple systems and platforms.
• Demonstrated ability to build relationships, collaborate across teams, and effectively manage stakeholder interactions.

Responsibilities

• Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients.
• Manage relationships with Trust Officers and Financial Advisors.
• Lead and manage the Delaware Trust Tax Services team.
• Respond to and resolve notices received from federal, state, and local taxing authorities.
• Stay current with tax law changes and their application to assigned accounts.
• Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related fiduciary environment.
• Experience leading tax operations, process improvements, and team development initiatives.
• Provide coaching, guidance, and technical expertise to team members.
• Oversee workload planning, prioritization, and quality control to ensure service excellence and compliance standards are achieved.
• Perform additional responsibilities as required.
• Support the mission, strategy, and values of Bryn Mawr Trust.

Skills

Leadership

Tax compliance

Communication

Technology literacy

IRS code interpretation

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Master's in taxation or LLM

Job description

Bryn Mawr Trust, a WSFS Company, is seeking a Tax Manager to lead Delaware Trust Tax Services. This role oversees trust tax compliance, prepares federal/state/local tax returns, and partners with Trust Officers, Wealth Advisors, and clients to ensure accurate, timely filings.

The successful candidate will have 10+ years of tax experience, CPA/EA/JD credential, and strong knowledge of fiduciary taxation, FATCA, and multi-state tax rules, with leadership responsibility within Delaware operations.