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 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
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

Senior Trust Tax Accountant
$77.39k - $127.14k
...Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including... ...clients through multiple integrated businesses. The Senior Trust Tax Accountant is responsible for the preparation, review, and...
Senior
Full time
Work at office
Local area
Flexible hours
WSFS Bank
Wilmington, NC
1 day ago
Full-time Senior Tax Preparer
...CPAs is a full-service public accounting firm. Responsibilities... ...Demonstrate ability to complete various tax and accounting projects,... ...with clients as a trusted advisor. Qualifications... ...accounting firm, preferably at the senior or above level. Compensation...
Senior
Full time
Casual work
Work at office
Local area
Sparano, Vincelette & Joiner, CPAs
Wilmington, NC
10 days ago
CPA/Senior Tax Preparer
...Tax Senior Opportunity A well-respected client is seeking a Tax Senior due to the growth... ...returns for individuals, partnerships, trusts, and corporations. Essential Job Functions... ...tax experience - Certified Public Accountant (CPA) designation, or working towards a...
Senior
gpac
Wilmington, NC
1 day 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
3 days ago
Hiring a TAX SENIOR
...Tax Senior An excellent firm is hiring a Tax Senior immediately. This is an amazing opportunity... ...returns for individuals, partnerships, trusts, and corporations. Essential Job... ...tax experience ~ Certified Public Accountant (CPA) designation, or working towards a...
Senior
Immediate start
gpac
Wilmington, NC
2 days ago
TAX SENIOR Wanted
...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
5 days ago
Senior Tax Manager
$134k - $167k
...Archer Lewis is a national accounting and advisory firm established in... ...capabilities in bookkeeping, tax, advisory, and growth planning... ...service What You’ll Do The Senior Tax Manager provides strategic... ...tax practice and serves as a trusted advisor to clients, firm leadership...
Senior
Local area
Archer Lewis, LLC
Wilmington, NC
3 days ago
Senior Trust Relationship Officer, Team Lead - Delaware
...Job Description Who We Are At Greenleaf Trust Delaware, our teams are dedicated to... ...investment management, retirement planning, and tax planning. Educate clients and trust... ...other interested parties. Oversee all account receipts and disbursements. Oversee and...
Senior
Work at office
Monday to Friday
Night shift
Greenleaf Trust
Wilmington, NC
2 days ago
Senior Tax Manager
$134k - $167k
...Archer Lewis is a national accounting and advisory firm established... ...capabilities in bookkeeping, tax, advisory, and growth planning... ...service What You'll Do The Senior Tax Manager provides strategic... ...tax practice and serves as a trusted advisor to clients, firm leadership...
Senior
Local area
Archer Lewis
Wilmington, NC
16 days ago
Tax Expert - Tax Office
$27 - $41 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Service Expert, you will serve as a trusted advisor, empowering customers to achieve... ...(Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax...
Work at office
Local area
Monday to Friday
Intuit
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
2 days ago
Tax Preparer & Bookkeeping
...Calling all Experienced Tax Preparers ! Join our team for an exciting opportunity that... ...experience completing individual, trust, and/or partnership tax returns. ~ Passion... ...Willingness to learn. ~ Experience in accounting, finance, retail, bookkeeping or taxes....
Local area
Flexible hours
Jackson Hewitt Tax Service, Inc.
Wilmington, NC
1 day ago
Senior Accountant
...Senior Accountant CAP3 is looking for a Senior Accountant to join our team in Wilmington, NC. This is a hands-on accounting role for someone who enjoys more than simply checking accounts and preparing financial statements. Our Senior Accountants are a critical part...
Senior
Full time
Work at office
CAP3
Wilmington, NC
3 days ago
Senior Staff Accountant
...Senior Staff Accountant Schedule: Monday-Friday, 8:00 AM - 5:00 PM. Hybrid options available after 90 days. What You'll Be Doing As a Senior Staff Accountant, you'll play a key role in driving financial accuracy, insights, and operational excellence. This is...
Senior
Monday to Friday
Lower Cape Fear LifeCare
Wilmington, NC
4 days ago
Experienced Tax Preparer
...Job Description Calling all Experienced Tax Preparers ! Join our team for an exciting... ...experience completing individual, trust, and/or partnership tax returns. ~ Passion... ...Willingness to learn. ~ Experience in accounting, finance, retail, bookkeeping or taxes....
Flexible hours
Jackson Hewitt - 3586
Wilmington, NC
29 days ago
Senior Account Associate- Commercial Insurance
...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote: Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Book Focus: Contractors, Hospitality, Real Estate Please note: If this...
Senior
Contract work
For contractors
Remote work
Insurance Office of America
Wilmington, NC
5 days ago
Senior Accountant
We are seeking a motivated and detail-oriented Senior Accountant to join our growing accounting team. This role will be responsible for supporting the month-end close process, preparing and reviewing journal entries, performing account reconciliations, assisting with financial...
Senior
For contractors
Work at office
Local area
Vaco
Wilmington, NC
5 days ago
Senior Manager, Trust and Estates
...Description Job Description We are seeking an experienced Tax Senior Manager – Trusts & Estates to lead complex fiduciary, estate, gift, and... ...Core Values: Integrity Trust Respect Accountability Caring What that means for you: ~ The opportunity...
Senior
Flexible hours
PBMares LLP
Wilmington, NC
5 days ago
Seasonal Tax Preparer Flexible Hours Part Time & Full Time
...Training & development Calling all Experienced Tax Preparers! Join our team for an exciting... ...experience completing individual, trust, and/or partnership tax returns Passion for... ...skills Willingness to learn Experience in accounting, finance, retail, bookkeeping, or taxes...
Full time
Part time
Seasonal work
Relocation package
Flexible hours
Shift work
Jackson Hewitt
Wilmington, NC
3 days ago
Staff / Senior Accountant
At Awayday, our accounting team plays a central role in driving the growth and success of our... ...of vacation-rental brands. As a Staff or Senior Accountant (DOE), you’ll be responsible for... ...and special projects Completes year-end tax forms for owners and vendors Assists with...
Senior
Local area
Awayday Vacation Rentals
Wilmington, NC
1 day 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
3 days ago
Infrastructure Finance & Business Management Senior Associate
...Job Description Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of...
Senior
JPMorgan Chase & Co.
Wilmington, NC
2 days ago
Senior Financial Reporting Analyst
...with less than perfect credit. We are seeking a Senior Financial Reporting Analyst to support our Finance & Accounting team. The Senior Financial Reporting Analyst... ...and intercompany entries). Support Master Trust off-balance sheet reporting, including review of...
Senior
Casual work
Work at office
Remote work
Monday to Friday
Continental Finance Company
Wilmington, NC
5 days ago
Senior/Principal - Country Approval Specialist
...Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description Join Us as a Senior/Principal Country Approval Specialist - Make an Impact at the Forefront of Innovation The Senior/Principal Country Approval Specialist manages the preparation...
Senior
Contract work
Work at office
Local area
Thermo Fisher Scientific
Wilmington, NC
5 days ago
Senior Transit Planning Project Manager
...employees around the world.HDR is looking for a Senior Transit Planning Project Manager to join... ...by strategic plans.• Work with the Accounting, Operational and Business leadership for... ...collaborative culture, encourages organizational trust and connects us closer to the clients and...
Senior
Work at office
Local area
HDR
Wilmington, NC
2 days ago
Sr. Tax Transformation Consultant
...Location : Wilmington DE Position : Sr. Tax Transformation Consultant Job Description : We are seeking a Senior Tax Transformation Consultant/Analyst with a blend of tax technical, tax technology, data validation, testing, and project implementation experience...
Senior
Temporary work
Delan Associates, Inc
Wilmington, NC
a month ago
Senior or Principal Natural Resources Scientist
...Overview Do you want to build an impactful career to change the world for the better? Geosyntec has an exciting opportunity for a Senior or Principal Natural Resources Scientist in Raleigh, NC or Wilmington, NC who will have the opportunity to apply academic and...
Senior
For subcontractor
Remote work
Geosyntec Consultants
Wilmington, NC
4 days ago
Senior Transportation Construction Inspector
...Senior Transportation Construction Inspector At HDR, our employee-owners are fully engaged in creating a welcoming environment where... ...project delivery, they're about safeguarding quality, safety, and trust at every step. As part of HDR's Field Services team, you'll be...
Senior
Contract work
Local area
HDR
Wilmington, NC
4 days ago
Senior Port/Rail Engineer - Project Manager
...communities thrive. We are the world's trusted infrastructure consulting firm, partnering... ...us.Job DescriptionAECOM is seeking a Senior Port/Rail Engineer - Project Manager to... ...team culture that promotes innovation, accountability, and continuous improvement.Mentor and support...
Senior
Work at office
Local area
Worldwide
Flexible hours
AECOM
Wilmington, NC
5 days ago
Accountant I
$24 - $29 per hour
...in Wilmington, North Carolina The Accountant I is responsible for the preparation of... ...vendors, obtaining invoice approval from senior leaders, and preparing and filing year-end... ...Passionate / Values Based Building Trusting Partnerships Communication Critical...
Full time
Work experience placement
Work at office
Weekend work
Afternoon shift
Excite Credit Union
Wilmington, NC
6 hours ago

Do you want to receive more vacancies?

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