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
Must be authorized to work in the United States without need for work visa sponsorship.
Skills
Strong knowledge of federal, state, and local tax laws.
Excellent analytical and problem-solving skills.
Ability to manage multiple tasks and meet deadlines.
Effective communication and interpersonal skills.
Proficiency in Microsoft Office Suite.
Benefits
Medical, dental, and vision coverage.
401(k) plan.
Lifetime accident, disability, and life insurance.
Flexible spending accounts (FSAs) and health savings accounts (HSAs).
Paid parental leave, military leave, vacation, and other paid time off.
Sick leave in accordance with applicable state laws.
Paid holidays.
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.
Additional benefits may include:
Wellness programs.
For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/.