Tax Manager, Personal Tax Services

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 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.
• Support the mission, strategy, and values of BMT by promoting the company’s services to clients and prospects.

Requirements

• 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.

Qualifications

• Minimum of 7 years of trust tax experience.
• Minimum of 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 necessary in the communication with clients, advisors, and outside taxing authorities.
• The ability to analyze complex trust agreements or wills and apply the appropriate tax compliance requirements and standards.

Skills

• Strong knowledge of federal, state, and local tax laws.
• Ability to manage multiple tasks and meet deadlines.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Proficiency in tax software and systems.

Benefits

• Medical, dental, and vision coverage.
• A 401(k) plan.
• Life, accident, and disability 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, and paid holidays.

Pay

$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.

Schedule

Not specified.