Senior Tax Manager – Trust & Personal Taxes

Bryn Mawr Trust Co.; Wilmington (DE); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off and holidays

Job summary

Bryn Mawr Trust Co. in Delaware seeks a Tax Manager for Personal Tax Services to oversee the preparation of complex trust and individual federal, state, and local returns and tax reporting for investment accounts.

The role requires 7+ years of trust tax experience, strong communication and leadership, and collaboration with wealth advisors and tax colleagues. Competitive salary and comprehensive benefits are offered.

Qualifications

• Bachelor’s degree in Accounting or related field.
• Masters in taxation or LLM preferred.
• 7+ years of trust tax experience.
• Credentialed tax professional (EA, CPA, or JD).

Responsibilities

• Prepare complicated trust and individual federal, state, and local tax returns.
• Research tax issues and collaborate with wealth advisors, portfolio managers and other tax staff.
• Ensure timely filing of client tax returns and maintain client tax materials.
• Review account transactions for accurate tax coding and reserves.
• Respond to notices from tax authorities and stay current with tax law changes.

Job description

Bryn Mawr Trust Co. in Delaware seeks a Tax Manager for Personal Tax Services to oversee the preparation of complex trust and individual federal, state, and local returns and tax reporting for investment accounts.

The role requires 7+ years of trust tax experience, strong communication and leadership, and collaboration with wealth advisors and tax colleagues. Competitive salary and comprehensive benefits are offered.