Senior Trust Tax Accountant

$77.39k - $127.14k

Full-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 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 States.
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
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

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Senior Trust Tax Accountant in Wilmington, NC vacancy

CPA/Senior Tax Preparer
...A well-respected client is seeking a SENIOR TAX ADVISOR due to the growth in their firm.... ...returns for individuals, partnerships, trusts, and corporations. Essential Job... ...tax experience - Certified Public Accountant (CPA) designation, or working towards a...
Senior
gpac
Wilmington, NC
3 days ago
Tax Senior
...A well-respected client is seeking a TAX SENIOR due to the growth in their firm. Are you... ...returns for individuals, partnerships, trusts, and corporations. Essential Job... ...tax experience - Certified Public Accountant (CPA) designation, or working towards a...
Senior
gpac
Wilmington, NC
4 days ago
Calling All Tax Seniors
...A well-respected client is seeking a TAX SENIOR due to the growth in their firm. Are you... ...returns for individuals, partnerships, trusts, and corporations. Essential Job... ...tax experience - Certified Public Accountant (CPA) designation, or working towards a...
Senior
gpac
Wilmington, NC
4 days ago
Senior Accountant
Senior Accountant Join the Airmax Team At Airmax , we believe great people are the foundation of a great company. As a trusted leader in residential HVAC services throughout the Wilmington area, we've built our reputation on exceptional customer service, integrity, and...
Senior
Local area
Columbia Home Services
Wilmington, NC
2 days ago
Senior Financial Controller
$145k - $155k
...are seeking a highly skilled and strategic Senior Controller to lead our financial... ...operations. The Senior Controller will oversee accounting functions, ensure compliance with regulatory... ...financial regulations, including tax and audit requirements. Manage cash flow...
Senior
Full time
Local area
American Chrome & Chemicals
Wilmington, NC
3 days ago
Senior Accountant
...works closely with the leadership team and will help drive and improve processes. Overview We are seeking a detail-oriented Accountant (or Senior Accountant) to support day-to-day accounting operations and month-end close activities. This role will be responsible for AR...
Senior
Local area
Remote work
Arden Search
Wilmington, NC
1 day ago
Tax Preparer (Virtual)
$21 - $26 per hour
...customers. Our ultimate goal is to become the trusted authority and leading partner for state... ...facet of our customers reporting and tax filings through education and innovative,... ...~ Associate or Bachelor's degree in Accounting, Finance, or related field preferred ~2...
Full time
Remote work
InsCipher
Wilmington, NC
3 days ago
Senior Accountant
...management is designed to reassure our partners about our stability and reliability. We are seeking a detail-oriented and experienced Senior Accountant to join our up-and-coming mortgage insurance company. The Senior Accountant will be responsible for ensuring accurate...
Senior
Anza Mortgage Insurance Corporation
Wilmington, NC
3 days ago
Senior Estimator
$102.17k
Company Overview Check out this video and find out why our team loves to work here! ( Join Us! CDM Smith – where amazing career journeys unfold. Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful...
Senior
Work experience placement
For subcontractor
H1b
CDM Smith
Wilmington, NC
1 day ago
Senior Medical Writer/Principal Medical Writer - Regulatory Writing
...Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description Join Us as a Senior Medical Writer - Make an Impact at the Forefront of Innovation The Senior Medical Writer provides high-quality medical and scientific writing from planning and coordination...
Senior
Contract work
Work at office
Thermo Fisher Scientific
Wilmington, NC
3 days ago
Senior Product Manager
Product Manager About the Role We are building an AI-powered platform that enables trusted business verification across global markets. By leveraging advanced language models and machine learning, our technology helps organizations verify businesses, reduce fraud, and meet...
Senior
Next Ventures
Wilmington, NC
4 days ago
Senior Financial Analyst (Hybrid Work Options)
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...
Senior
Trinnex Inc.
Wilmington, NC
2 days ago
Senior or Principal Natural Resources Scientist
...Senior or Principal Natural Resources Scientist Primary Location US-NC-Raleigh ID 2026-4663 Category Natural Resources Position Type Regular Full-Time Remote No Additional Location US-NC-Wilmington...
Senior
Full time
For subcontractor
Remote work
Geosyntec Consultants
Wilmington, NC
2 days ago
Accountant I
...located in Wilmington, North Carolina The Accountant I is responsible for the preparation of... ..., obtaining invoice approval from senior leaders, and preparing and filing year-end... ...Competencies Passionate / Values Based Building Trusting Partnerships Communication Critical...
Work experience placement
Work at office
Weekend work
Afternoon shift
Socket
Wilmington, NC
4 days ago
Senior Account Executive
$177.69k
...into one unique opportunity. Position Summary We're seeking a Senior Account Executive (known to N2 as Area Directors) to launch, grow, and... ...local businesses grow and succeed Confident enough to trust N2's proven system and make it your own What You'll Do Conduct...
Senior
Local area
Work from home
Home office
Flexible hours
N2 - All Jobs
Wilmington, NC
3 days ago
Senior Systems Administrator
$100k
...KEVs, vendor advisories) and ensure timely remediation. Provide senior-level technical support and guidance to system administrators, serving... ...Minimum Requirements: Ability to obtain and maintain a Public Trust is required. Active Public Trust and/or DHS Suitability is...
Senior
Minimum wage
Contract work
Temporary work
Work experience placement
Remote work
Reporter Newspapers
Wilmington, NC
1 day ago
Senior Internal Communications Strategist
...nCino, Inc. seeks a Senior Internal Communications Specialist to develop strategic internal messages and lead executive communications that align with business goals. You will plan and execute company-wide events, craft stories, and connect leadership messaging with daily...
Senior
nCino
Wilmington, NC
4 days ago
Accounting Specialist
Invoicing Specialist Do you enjoy processing invoices? Do you like to research and resolve invoicing issues? And, are you interested in working for a large American electric power and natural gas company headquartered in North Carolina? Our client is seeking an experienced...
Temporary work
Randstad
Wilmington, NC
4 days ago
Senior Contract Analyst
...Senior Contract Analyst – Wilmington, NC ICON plc is a world‑leading healthcare intelligence... ...newly awarded and ongoing studies. As a trusted business partner, you will collaborate... ...in Business Administration, Finance, Accounting, Clinical Research, or a related field 5...
Senior
Contract work
Work at office
Remote work
Flexible hours
ICON
Wilmington, NC
1 day ago
Senior Commercial Relationship Manager
SouthState Bank is seeking a Commercial Relationship Manager in Wilmington, North Carolina. This role focuses on originating commercial loans and cross-selling bank products. Candidates should possess a Bachelor’s Degree in Business or Finance and 3-5 years of previous...
Senior
South State
Wilmington, NC
3 days ago
Principal Project Manager - Hydraulic Modeling
...experiences and perspectives to make great things possible every day. This shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.Our CommitmentAs employee owners, we all have a role in creating an...
Contract work
Local area
HDR
Wilmington, NC
4 days ago
Senior Survey Project Manager
Bateman Civil Survey Company is seeking a Survey Project Manager to oversee projects from initiation through completion, leading a diverse team of surveying professionals. You will ensure accuracy, efficiency, and compliance with industry standards while managing client...
Senior
For contractors
Bateman Civil Survey Company
Wilmington, NC
1 day ago
Senior Geotechnical Engineer
...ECS Limited is seeking a Geotechnical Senior Project Manager to lead major client projects from our Wilmington office. You will direct project execution, provide technical oversight, ensure quality control, and mentor junior staff. Responsibilities include overseeing...
Senior
Work at office
Ecs Southeast
Wilmington, NC
5 days ago
Senior Bankruptcy Specialist
Live Oak Bank in Wilmington, NC is seeking a Special Assets Officer, Bankruptcy to lead bankruptcy filings, coordinate with SAG Legal, and manage cases from Chapter 7 through Chapter 13, protecting the government guaranty and maximizing recovery. You will monitor cases...
Senior
Live Oak Bank
Wilmington, NC
1 day ago
Tax Manager
...A bit about us: Join a growing, client-focused accounting firm as a Tax Manager, working with diverse individuals, businesses, and trusts. This role offers leadership, strategic tax planning, and a collaborative culture dedicated to innovation and professional growth...
Local area
Remote work
Jobot
Wilmington, NC
4 days ago
Tax Manager
$120k - $150k
...Join a growing, client-focused accounting firm as a Tax Manager, working with diverse individuals, businesses, and trusts. This role offers leadership, strategic tax planning, and a collaborative culture dedicated to innovation and professional growth. This Jobot Job...
Local area
Remote work
Jobot
Wilmington, NC
12 hours ago
Senior Commercial Relationship Manager
SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION is seeking a Commercial Relationship Manager in Wilmington, North Carolina. The successful candidate will be responsible for originating commercial loans and cross-selling bank products. This role requires knowledge of financial...
Senior
SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION
Wilmington, NC
2 days ago
Senior Cyber Security Analyst - DevSecOps, Critical Infra
...Trinnex is looking for a Senior Cyber Security Analyst to join their Security Team. This role focuses on safeguarding software systems for water utilities and infrastructure, emphasizing the software development lifecycle's security. You will lead security monitoring...
Senior
Trinnex
Wilmington, NC
4 days ago
Senior Transportation Project Manager
CDM Smith in the greater Chicago, Illinois area is seeking a highly qualified Transportation Program Manager with a transportation/infrastructure background to lead complex programs for state and local agencies. The ideal candidate is a Registered Professional Engineer...
Senior
Local area
Relocation
CDM Smith
Wilmington, NC
5 days ago
Senior Counsel | Remote
...Job Overview A law firm seeks a Senior Associate or Senior Counsel to join its Regulatory Energy practice in Wilmington, NC. The ideal candidate will have over seven years of experience in the energy sector, focusing on regulatory, legislative, litigation, and transactional...
Senior
Remote work
Flexible hours
BCG Attorney Search
Wilmington, NC
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Tax Accountant. Be the first to apply!