Senior Trust Tax Accountant

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 Trust Tax Accountant is responsible for the preparation, review, and administration of federal, state, and local tax returns for our Corporate Trustee operations in Delaware. This individual will serve as a trusted tax resource to internal partners and clients, providing technical expertise, researching complex tax matters, and assisting with tax compliance and reporting requirements.

This role is part of a growing in-house trust tax team and will play a key role in enhancing tax operations, improving processes, and supporting the continued expansion of fiduciary tax services. The ideal candidate will bring strong technical tax knowledge, a collaborative mindset, and a commitment to delivering exceptional client service. Job Responsibilities: Prepare and review income tax returns.

Apply federal, state, and local tax laws to ensure timely and accurate tax compliance for primarily the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware. Research and interpret tax regulations and guidance to resolve complex fiduciary tax matters.

Partner closely with Trust Officers, Wealth Advisors, Investment Advisors, and other internal stakeholders to address tax-related issues and client inquiries. Respond to and resolve notices and inquiries from federal, state, and local taxing authorities. Assist with tax planning opportunities and support client discussions regarding trust and fiduciary tax implications.

Contribute to process improvements, technology enhancements, and operational efficiencies within the Trust Tax function. Stay current on changes in tax laws, regulations, and fiduciary tax industry best practices. Support special projects and other departmental initiatives as assigned. Demonstrate and promote the mission, values, and client-first culture of Bryn Mawr Trust.

Minimum Qualifications

Bachelor’s degree in Accounting, Finance, Taxation, or a related business field. Minimum of 2 years of fiduciary, trust, estate, or public accounting tax experience. Strong knowledge of federal and state fiduciary income taxation. Ability to research, interpret, and apply tax laws and regulations to trust and estate accounts. Excellent analytical, organizational, and problem-solving skills.

Strong technology skills with the ability to learn and work within multiple tax, trust accounting, and reporting systems. Proven ability to build effective relationships and collaborate with internal and external stakeholders. Excellent written and verbal communication skills. Experience within a trust company, wealth management firm, family office, or public accounting environment serving high-net-worth clients.

Professional designation such as CPA, EA, or JD, or active pursuit of a professional credential. 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 Sates.

Salary Range

$77,390.00 - $127,139.75 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. 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 Associate’s location and employment status.

For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ 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 careers@wsfsbank.com. 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.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration.

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.

Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments.

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.