Senior Trust Tax Accountant

Job Responsibilities

• Prepare and review income tax returns.
• Apply federal, state, and local tax laws to ensure timely and accurate tax compliance for primarily the Bryn Mawr Trust Company of Delaware.
• Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters.
• Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal stakeholders to address tax-related issues and client inquiries.
• Respond to and resolve notices and inquiries from federal, state, and local taxing authorities.
• Aid in tax planning opportunities and support client discussions regarding trust and fiduciary tax implications.
• Contribute to process improvements, technology enhancements, and operational efficiencies within the Trust Tax function.
• Stay current on changes in tax laws, regulations, and fiduciary tax industry best practices.
• Support special projects and other departmental initiatives as assigned.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or a related business field.
• Minimum of 2 years of fiduciary, trust, estate, or public accounting tax experience.
• Strong knowledge of federal and state fiduciary income taxation.
• Ability to research, interpret, and apply tax laws and regulations to trust and estate accounts.
• Excellent analytical, organizational, and problem-solving skills.
• Strong technology skills with the ability to learn and work within multiple tax, trust accounting, and reporting systems.
• Prominent ability to build effective relationships and collaborate with internal and external stakeholders.
• Excellent written and verbal communication skills.
• Experience within a trust company, wealth management firm, family office, or public accounting environment serving high-net-worth clients.
• Professional designation such as CPA, EA, or JD, or active pursuit of a professional credential.

Pay

$77,390.00 - $127,139.75 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.

Benefits

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/.