Tax Manager

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 will lead trust tax compliance activities supporting our Delaware corporate trustee operations. This role is responsible for the preparation and oversight of trust federal state and local tax returns while serving as a trusted resource to Trust Officers Wealth Advisors Portfolio Managers clients and other tax professionals. This role operates with a high degree of independence and collaboration requiring sound judgment strong problem-solving skills and the ability to make informed decisions related to tax compliance operational processes and client service. The Tax Manager will partner closely with business leaders and stakeholders while helping shape the future direction of the Delaware Trust Tax Services function.

This position offers a unique opportunity to lead a newly established Delaware Trust Tax Services team and play a key role in transitioning tax preparation and compliance services from outsourced providers to an in-house model. During the initial years the successful candidate will help establish processes enhance operational efficiencies and implement technology solutions to support a scalable and best-in-class trust tax function.

Job Responsibilities:

• Apply federal state and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients which will primarily be the Bryn Mawr Trust Company of Delaware a limited purpose trust company established in Delaware.
• Manage relationships with Trust Officers and Financial Advisors.
• Lead and manage the Delaware Trust Tax Services team.
• Respond to and resolve notices received from federal state and local taxing authorities.
• Stay current with tax law changes and their application to assigned accounts.
• Experience working with a Corporate Trustee Trust Company Wealth Management firm or related fiduciary environment.
• Experience leading tax operations process improvements and team development initiatives.
• Provide coaching guidance and technical expertise to team members.
• Oversee workload planning prioritization and quality control to ensure service excellence and compliance standards are achieved.
• Perform additional responsibilities as required.
• Support the mission strategy and values of Bryn Mawr Trust.

Minimum Qualifications:

• Bachelors degree in Accounting Finance Business or a related field.
• Minimum of 10 years of relevant tax experience.
• Professional tax credential such as CPA EA or JD.
• Strong knowledge of federal state and local tax regulations.
• Ability to interpret and apply IRS code requirements to account transactions.
• Excellent technology skills with the ability to operate effectively across multiple systems and platforms.
• Demonstrated ability to build relationships collaborate across teams and effectively manage stakeholder interactions.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Individual 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.