Tax Manager, Personal Tax Services

Bryn Mawr Trust; Devon (PA); On-site; USD 92,869 - 152,569; Full time

Job summary

Bryn Mawr Trust (a WSFS Company) is seeking a Tax Manager, Personal Tax Services to lead the preparation of complex trust and individual returns and tax reporting for investment management accounts.

The role requires 7+ years of trust tax experience, 3+ years of management, and credentials (EA, CPA, or JD). Collaborate with wealth advisors and tax colleagues to resolve notices and ensure accuracy and compliance.

Qualifications

• Bachelor’s degree in Accounting or a related field is required.
• 7+ years of trust tax experience.
• Minimum 3 years of management experience, including secondary review of complex tax returns.
• Credentialed tax professional (EA, CPA, or JD).
• Excellent computer skills across multiple processing systems and platforms.
• Strong written and oral communication with clients and authorities.

Responsibilities

• Prepare complicated trust and individual federal, state and local tax returns.
• Research tax issues and collaborate with wealth advisors and managers to resolve notices.
• Apply federal, state, and local tax laws to ensure timely compliance for accounts.
• Collect and maintain client tax materials and facilitate timely filing.
• Review account documentation for accurate tax coding and reserves.
• Respond to notices from federal, state, and local taxing authorities.
• Stay current with tax law changes and apply them to accounts.
• Support Bryn Mawr Trust mission and client service objectives.

Skills

Oral and written communication

Analytical skills

PC skills across multiple systems

Education

Bachelor’s degree in Accounting or Business-related field

Master’s in taxation or LLM (preferred)

Job description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated trust and individual federal, state and local tax returns, as well as tax reporting for investment management accounts. The incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax issues and notices.

Job 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.

Minimum Qualifications:

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

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$92,869.00 - $152,569.00

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.