Tax Manager, Personal Tax Services

WSFS Bank•Berwyn, PA

10d

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 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.

Requirements

Bachelor’s degree in Accounting or Business-related field.
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.
Presently authorized to work for any employer in the United States and will not require work visa sponsorship.

Nice To Haves

Masters in taxation or LLM preferred.

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 company’s services to clients and prospects.