Tax Manager, Personal Tax Services
Tax Manager, Personal Tax Services
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 companys services to clients and prospects.
Minimum Qualifications:
- Bachelors 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 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
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.
Required Experience:
Manager
Employment Type
Full-Time
