Senior Trust Tax Accountant

WSFS Bank•Princeton, NJ

20h

About The Position

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 returns. In 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.

Requirements

Bachelor’s 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.
Presently authorized to work for any employer in the United States and will not require work visa sponsorship.

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.