Tax Manager
$92.87k - $152.57kFull-time
Bryn Mawr Trust
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 catering to personal trust and high net worth trust settlors. 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 is an exciting opportunity to lead a growing Delaware Trust Tax Services team and help shape the future of the organization's trust tax operations. The successful candidate will be instrumental in building the foundation of the function, developing efficient processes, optimizing workflows, and leveraging technology to create a scalable and industry-leading trust tax operation. Job Responsibilities:
$92,869.00 - $152,569.00 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 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 View email address on aplitrak.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.
- 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.
- Bachelor's degree in Accounting, Finance, Business, or a related field.
- Masters in taxation or LLM preferred.
- Minimum of 10 years of relevant tax experience.
- Professional tax credential such as CPA, EA, or JD.
- Strong knowledge of complex federal, state, and local tax regulations.
- Experience with international trust and FATCA.
- Experience in Nevada trust taxation preferred.
- 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.
$92,869.00 - $152,569.00 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 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 View email address on aplitrak.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.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Tax Manager in Delaware, OH vacancy
- ...believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we’re passionate about helping clients reach their goals through thoughtful, strategic planning....SuggestedFull timeWork at officeLocal area
RiversEdge Advisors
Delaware, OH23 days ago $92.87k - $152.57k
...Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad... ...clients through multiple integrated businesses. The Tax Manager will lead trust tax compliance activities supporting our...SuggestedFull timeLocal areaFlexible hoursBryn Mawr Trust
Delaware, OH6 days ago- ...Job Description Job Description Tax Supervisor / Manager Responsibilities: Review of individual, partnerships, S Corporation, C Corporation, and fiduciary tax returns Analyze estate and trust documents. Work closely with client, attorney and related...Suggested
Spartan Placements, LLC
Delaware, OH23 days ago - ...Job Description Job Description Tax Manager Location: Wilmington, DE Experience Level: 7+ Years of Public Accounting Experience We are partnered with a well‑established CPA firm in Wilmington, DE that is seeking an experienced Tax Manager to join its growing...SuggestedLocal area
Wertz & Associates
Delaware, OH23 days ago - ...Job Description Job Description Key Responsibilities: Prepare and review federal, state, and local tax returns for individuals and businesses. Manage client relationships and communicate tax matters clearly and professionally. Prepare supporting tax workpapers...SuggestedPermanent employmentContract workLocal area
Synectics Inc
Delaware, OH4 days ago - ...We're looking for an experienced Tax Manager to join our growing team. In order to make an application, simply read through the following job description and make sure to attach relevant documents. Key Responsibilities: Manage all aspects of sales and use tax...For contractorsLocal area
Kellogg Staffing
Columbus, OH8 days ago - ...Tax Manager A growing public accounting and advisory firm is seeking a Tax Manager to join its Columbus-area office. This role is ideal for a public accounting professional who enjoys building client relationships, developing staff, and serving as a trusted advisor...Work at office
Spartan Placements
Columbus, OH1 day ago $124k - $335k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ..., and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate processes, and...H1bPwC
Columbus, OH3 days ago$110k - $150k
...Overview Join Our Elite CPA Team in Worthington, OH! Seeking a Senior Tax Manager with 7+ years' experience. Embrace work-life balance and career growth. This Jobot Job is hosted by Eric Kee Salary $110,000 - $150,000 per year A Bit About Us We are a well-established and...Local areaRemote workJobot
Columbus, OH1 day ago$160k - $220k
...premier accounting firm now exceeding 600 members, we deliver comprehensive accounting, audit, and tax solutions alongside business advisory services encompassing risk management and forensic analysis. Our mission extends beyond mere service provision; we prioritize...Full timeWork at officeRemote workHome officeJobot
Columbus, OH1 day ago$200k - $250k
...Job Description Job Description About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced...Work at officeFlexible hoursWhite Tiger Connections
Delaware, OH23 days ago$100k - $145k
...Opportunity Own meaningful client relationships and become a trusted tax advisor to individuals and growing businesses. Join a well-... ...trusted advisors. Confidential Employer. Job Description Manage ongoing relationships with individual and business tax clients....Full timeLocal areaOrion Placement
Delaware, OH13 days ago$42 - $55 per hour
..., and holidays. Key Responsibilities: • Maintain current licensing, certifications, and training requirements. • Lead and manage medium-sized projects (5–10 electricians) effectively. • Set clear expectations and motivate crews to meet or exceed goals. •...Hourly payDaily paidWork experience placementLocal areaMonday to FridayNight shiftJobot
Columbus, OH5 hours ago$80k - $120k
...development, site design; PE or on track to obtain it - AutoCad Civil 3D proficiency RESPONSIBILITIES: - Design & project management for land development projects; Coordinate with clients, outside consultants, project team members, government/municipal officials...Work at officeLocal areaJobot
Columbus, OH5 hours ago- ...become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that... ...and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:...Work at officeLocal area
KPMG
Columbus, OH2 days ago - ...race, gender, age, color, sexual orientation. We offer an excellent compensation package Job Description We are looking for Federal Tax Manager in Columbus, OH for Fulltime position. Please refer someone else if you are not available at this time or you are not right match...Full time
- ...posted here as they become available. Oversee all aspects of the tax planning, preparation and review process for all tax... ...Communicate status of work, problems, and findings to both internal GBQ management and clients. Collaborate with firm leaders, other departments...Work experience placementCasual workLocal areaWeekend workAfternoon shift
- JC & Company seeks an experienced Tax Manager/Senior Tax Manager to lead tax engagements for corporations, partnerships, estates, and high-net-worth individuals in Columbus, Ohio. You will mentor staff, supervise multiple projects, and deliver proactive planning, research...
- KPMG is seeking a Manager or Senior Manager to join our Tax practice in Columbus. You will provide tax compliance and advisory services to corporations and partnerships, collaborating on ASC 740 calculations and tax provisions while guiding a team of tax professionals....
- ...Job Description Job Description Job Title: Private Client Services Tax Manager Position Overview We are seeking an experienced Private Client Services Manager to deliver expert tax and consulting services to high net worth individuals and privately held companies...Seasonal workLocal areaAfternoon shift
MDS Search
Columbus, OH24 days ago $200k - $250k
Senior Tax Manager - Columbus, OH (Hybrid) Salary Range - $200,000 - $250,000 Our client is seeking an experienced senior-level Tax Manager to lead tax compliance and consulting engagements while managing a diverse portfolio of clients across multiple industries. This...Local area$106.5k - $195.1k
...you shape the future or will the future shape you? EY Private Tax is a growing practice within EY, and you’ll see that growth reflected... ...also your professional leadership and business acumen. As a Manager in Private Tax, you will be at the forefront of providing...Summer holidayImmediate startFlexible hours- We’re hiring a Senior Tax Manager (Hybrid in Columbus, OH) for our client to lead tax planning and compliance for a dynamic organization. What You’ll Do: Oversee federal, state, and local tax compliance and planning. Manage audits and liaise with tax authorities. Provide...Local area
- ...Job Description Job Description Title: Non-Profit Tax Manager Exempt or Non-Exempt: Exempt Work Area | Department: Columbus Office | Tax Position Statement The Non-Profit Tax Manager will be responsible for applying industry-specific knowledge to manage...Work experience placementWork at officeWeekend workAfternoon shift
GBQ Holdings LLC
Columbus, OH13 days ago $99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing...H1bPwC
Columbus, OH5 days ago$116k - $145k
Location: Columbus, OH Category : Accounting & Finance Job Summary The Tax Manager / Tax Senior Manager - Accounting and Reporting is responsible for supporting income tax accounting matters, including the monthly income tax provision, quarterly/annual reporting, and...For contractorsWork experience placementLocal area- EY in the United States is seeking a Manager to join our Wealth Tax Advisory Practice, focusing on personal and private tax advice for high-net-worth families and business owners. You will lead engagements, mentor staff, and expand client relationships. You will handle...
$110k - $150k
A leading CPA firm in Ohio is seeking a Senior Tax Manager with over 7 years of public accounting experience. Responsibilities include providing excellent client service, managing engagements, and leveraging technology for tax processes. The role offers hybrid work arrangements...$110k - $150k
...Accounting Employment Type: Full Time Location: Columbus Compensation: $110,000 - $150,000 / year Description Position: Construction Tax Manager Reports to: Director of Accounting Location: Columbus, Ohio Pay Range: $110,000 - $150,000 We consider several factors when...Full timeTemporary workFor contractorsLocal area$106.5k - $195.1k
...future or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving... ...clients. As we continue to expand, we are looking for a Manager to join our team and work on key engagements, mentor junior professionals...Summer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager. Be the first to apply!
Related searches
- tax director Delaware, OH
- tax manager public accounting Delaware, OH
- tax manager Delaware, OH
- hedge fund private equity tax manager Delaware, OH
- senior tax Delaware, OH
- tax services Delaware, OH
- tax professional Delaware, OH
- senior manager m&a tax Delaware, OH
- payroll tax Delaware, OH
- international tax senior Delaware, OH