Senior Delaware Trust Tax Manager

WSFS Bank

Wilmington (DE)

On-site

USD 93,000 - 153,000

Full time

14 days+
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Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager to lead our Delaware Trust Tax Services, focusing on trust tax compliance for personal and high-net-worth accounts.

The role requires at least 10 years of tax experience, CPA/EA/JD credentials, and deep knowledge of federal, state, local taxes, FATCA, and international trust taxation; you will develop scalable processes and mentor a growing team.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • Master's in taxation or LLM preferred.
  • CPA/EA/JD credential.
  • Minimum 10 years of tax experience.
  • Experience with international trust and FATCA.

Responsibilities

  • Apply federal, state, and local tax laws to ensure timely tax compliance and filings for assigned clients.
  • Lead and manage the Delaware Trust Tax Services team.
  • Respond to notices from federal, state, and local authorities.
  • Stay current with tax law changes and their application to accounts.
  • Provide coaching and technical guidance to team members.
  • Oversee workload planning, prioritization, and quality control.

Skills

Tax regulations knowledge
International tax / FATCA
IRS code interpretation
Tech-savvy / systems
Stakeholder collaboration

Education

Bachelor's degree in Accounting, Finance, or related field
Master's in taxation or LLM preferred
CPA/EA/JD credential

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager to lead our Delaware Trust Tax Services, focusing on trust tax compliance for personal and high-net-worth accounts.

The role requires at least 10 years of tax experience, CPA/EA/JD credentials, and deep knowledge of federal, state, local taxes, FATCA, and international trust taxation; you will develop scalable processes and mentor a growing team.

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