Senior Trust Tax Accountant
Senior Trust Tax Accountant
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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 Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management trust and individual federal state and local tax addition the incumbent will research tax issues and collaborate with clients wealth advisors portfolio managers and other tax department staff 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 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.
- Support the mission strategy and values of BMT.
Minimum Qualifications:
- Bachelors 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.
Salary Range:
$75502.00 - $124039.00Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.
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 Associates location and employment status. For more information about Associate benefits please visit 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:
Senior IC
Employment Type
Full-Time
