Senior Tax Manager: Trust & Personal Returns

WSFS Bank; Devon (PA); On-site; USD 92,869 - 152,569; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) Plan

Life/Disability Insurance

FSAs & HSAs

Wellness programs

Paid parental leave

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting for investment management accounts.

The role requires 7+ years of trust tax experience, 3+ years of management, and credentialed status (EA/CPA/JD). Salary range and benefits reflect a senior position within WSFS Bank’s family.

Qualifications

• Bachelor’s degree in Accounting or Business-related field.
• Masters in taxation or LLM preferred.
• 7+ years of trust tax experience.
• 3+ years of management experience including secondary review of complex tax returns.
• Credentialed tax professional- EA, CPA, or JD.
• Excellent PC skills with the ability to operate in multiple processing systems.
• Demonstrated oral and written communication skills with clients, advisors, and authorities.
• Ability to analyze complex trust agreements or wills and apply the appropriate tax compliance requirements.

Responsibilities

• Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned investment management, trust and individual accounts/clients.
• Collect and maintain client tax-related materials.
• Timely communication and filing of client tax returns.
• Work directly with advisors on their client matters and tax preparation process.
• Maintain a current review of assigned account transactions for accurate tax code assignments and account coding.
• Review new account opening documentation and validate the appropriate coding in the trust accounting and tax system.
• Review closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees.
• Respond to and resolve notices received by federal, state and local taxing authorities.
• Stay current with tax law changes and application to assigned accounts.
• Additional responsibilities as required.
• Support the mission, strategy, and values of BMT by promoting the company’s services to clients and prospects.

Skills

Tax research

Client communication

Tax return preparation

Management experience

Analytical skills

Education

Bachelor’s degree in Accounting or Business-related field

Masters in taxation or LLM preferred

Credentialed tax professional- EA, CPA, or JD

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting for investment management accounts.

The role requires 7+ years of trust tax experience, 3+ years of management, and credentialed status (EA/CPA/JD). Salary range and benefits reflect a senior position within WSFS Bank’s family.