Senior Trust Tax Accountant

About the role

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.

Responsibilities

• Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns.

• Maintain a current review of assigned account transactions for accurate tax code assignments and account coding.

• Review new account opening documentation and set the appropriate coding in the 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 account assignment.

• Provide support to trust tax accountants in training and professional development and performs secondary review of returns.

• Additional responsibilities as required.

Requirements

• Minimum Qualifications:

  • Bachelor’s degree in accounting or Business-related field or in lieu of degree- 10 years relevant trust tax preparation experience.

  • A minimum of 5 years of trust tax experience required.

  • Excellent PC skills with the ability to operate in multiple processing systems.

  • Demonstrated oral and written communication skills.

  • Experience in secondary review of tax returns.

  • Credentialed tax professional- EA, CPA, or JD.

Qualifications

• Minimum Qualifications:

  • Bachelor’s degree in accounting or Business-related field or in lieu of degree- 10 years relevant trust tax preparation experience.

  • A minimum of 5 years of trust tax experience required.

  • Excellent PC skills with the ability to operate in multiple processing systems.

  • Demonstrated oral and written communication skills.

  • Experience in secondary review of tax returns.

  • Credentialed tax professional- EA, CPA, or JD.

Skills

• Strong knowledge of federal, state, and local tax laws.

• Ability to prepare and review complex tax returns.

• Excellent problem-solving and analytical skills.

• Effective communication and collaboration skills.

Benefits

• Medical, dental, and vision coverage.

• 401(k) plan.

• Lifetime disability insurance.

• Life insurance.

• Accident insurance.

• Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).

• Wellness programs.

• Paid parental leave.

• Military leave.

• Vacation and other paid time off.

• Sick leave in accordance with applicable state laws.

• Paid holidays.

Note: This job description is subject to change at any time.