Senior Trust Tax Accountant: Complex Trust & Estate Taxes
$77.39k - $127.14kWSFS Bank
WSFS Bank is seeking a Senior Trust Tax Accountant to handle the preparation of moderate to complex tax returns and resolve tax issues. This position requires a Bachelor’s degree in accounting or a related field, along with a minimum of 5 years of trust tax experience. The ideal candidate will demonstrate strong PC skills and communication abilities. WSFS offers competitive benefits and a salary range of $77,390.00 - $127,139.75 based on experience and location. #J-18808-Ljbffr WSFS Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Tax Accountant: Complex Trust & Estate Taxes in Wilmington, DE vacancy
$110k - $150k
...Job Title – Senior Trust Officer Help shape the future of Trust Administration... ...administer personal trust accounts and develop and maintain... ...principal and income), cost basis, tax reporting and all other... ...routine decisions and resolve complex problems. Communicate...SeniorTPG Staffing LLC
Wilmington, DE3 days ago- ...employer sponsorship. The Senior Team Manager is... ...registered investment advisors, trust beneficiaries, and... ...to ensure trust accounts are administered in accordance... ...an assigned book of complex and/or high touch personal... ...parties (including Tax, Legal, and the Managing...SeniorFull timeWork experience placementWork at office
Charles Schwab
Wilmington, DE4 days ago - ...organization focused on relationships, trust, and long-term impact.... ...and retention. Consults on estate and tax planning, wealth transfer,... ...effective judgement in managing complex and sensitive relationships.... ...fiduciary and estate plans. Ensure accounts comply with legal and...Senior
First Citizens BancShares
Wilmington, DE9 days ago - ...Delaware Trust Officer II (DE TO II), Wilmington, DE At Bank of... ...Investment Management and Trust accounts and responsible for faithfully... ...understand the comprehensive estate plan. Facilitate a... ...supporting documents such as tax returns and budgets. Prepare discretionary...SuggestedWork from homeShift workDay shift
Bank of America
Wilmington, DE2 days ago - ...Management, Goldman Sachs Trust Company, Assistant Trust Officer... ...with top fiduciary, tax and wealth management professionals... ...(ATO) administer trusts, estates and other fiduciary accounts for high net worth clients... ..., using as a resource senior staff, and internal and external...SuggestedWork at office
$91.06k - $151.77k
...Administer assigned book of client trust accounts through demonstrated... ...statements, proxies, investments and tax, correctness of beneficiary... ...law concerning trust and estates, as well as industry standards... ...including decisioning experience in complex fiduciary matters...Work experience placementM&T Bank
Wilmington, DE3 days ago- General Function The Trust Advisor will provide fiduciary... .... Responsible and accountable for risk by openly... ...relationships, such as regular estate plan reviews, client... ...understanding of complex fiduciary documents and... ...needed— including the tax liaison team, operational...Work at office
$205.7k - $360.1k
...Opportunity At Northern Trust Northern Trust, a... ...Delaware (NTDE), with full accountability for strategy, execution... ...Build and maintain senior-level client and prospect... ...solutions aligned with complex client needs and to support... ...speaker and author on tax and wealth transfer...Work at officeLocal areaFlexible hoursNorthern Trust
Wilmington, DE2 days ago$96.5k - $207.5k
...Function The Special Needs Trust (SNT) team is... ...objectives. Responsible and accountable for risk by openly exchanging... ..., such as regular estate‑plan reviews, client... ...technical understanding of complex fiduciary documents and... ...needed — including the tax liaison team,...Work at office- ...Description Who We Are At Greenleaf Trust Delaware, our teams are... ...in key areas of trust and estate planning, investment management, retirement planning, and tax planning. Educate clients and... ...interested parties. Oversee all account receipts and disbursements....SeniorWork at officeMonday to FridayNight shift
- ...Bank Of America Delaware Trust Administrative Officer II At Bank of America, we are guided... ...Trust Officers. Performs servicing and account maintenance activities, which are primarily... ...account administration, funds transfers, tax requests, accounting system coding, letter...Work at officeShift workDay shift
Bank of America
Wilmington, DE2 days ago - ...Description Job Description Tax Senior– Remote | Public Accounting Firm Location: Remote (U.S.-based... ...and risk mitigation. Review complex tax returns and research technical... ...client relationships, acting as a trusted advisor on tax-related matters....SeniorRemote jobFull timeFlexible hours
Solid Rock Recruiting LLC
Wilmington, DE19 days ago - The Senior Accountant is a vital accounting team member and is responsible for performing various accounting and auditing... ...organizations. With minimal supervision, prepare tax returns for businesses, individuals, estates/trusts, and nonprofit organizations. Maintain and...SeniorCasual workWork at officeFlexible hours
$80k - $100k
...Job Details: Senior Tax Associate 80-100K, Hybrid Liberty Personnel is partnered with... ...Prepare individual (1040) and trust returns Perform tax analysis Foster... ...tax experience. Preferably a public tax accountant out of a mid-size to large national firm...SeniorWeekend work$71.1k - $145.9k
...Third Bank. GENERAL FUNCTION: The Trust Administrator serves as an... ...primary interface with trust accounting systems and operations, and implements... ...with advisors and Trust Tax Team to ensure proper tax... ...Knowledge of trust administration, estate planning strategies, and...Full timeWork at office$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 timeRemote workInsCipher
Wilmington, DE4 days ago$65k - $100k
...Job Details: Tax Accountants - All levels - Public Accounting Firm... ...exposure to various industries, complex tax issues, and direct... ...Corporations, S-Corporations, estates, and trusts. Tax Research & Planning... ...: Work closely with senior managers and partners on complex...Local areaFlexible hours- ...work in the U.S. are encouraged to apply. Tax Terms: W2, 1099 Corp-Corp or 3rd Parties:... ...and transformation definitions, and trusted source assessments Identify and implement... ...and verbal. ~ Ability to troubleshoot complex system issues. ~ Ability to handle multiple...Senior
Keylent Inc
Wilmington, DE3 days ago - ...Associates in Wilmington, DE, is seeking a seasoned Tax Manager to oversee client relationships, manage... ...closely with clients and firm leadership on complex tax matters. Candidates should have 7+ years of public accounting experience, a CPA license, and strong technical...Senior
- ...Job Description Trust Administrator – Fiduciary... ...including trust & estate planning and... ...opportunity to work with complex trusts.... ...of personal trust accounts for moderately to complex... .... Partners with Senior Trust Officer and Fiduciary... ..., considers tax liabilities, and recommends...
$105.56k - $247.9k
...Ranked among the largest accounting and consulting firms in the country... ...innovative advisory, assurance and tax services to our clients. At... ...has been created for a Senior Manager to join our high performing... ...integrity, collaboration, trust, and mutual respect The opportunity...SeniorWork experience placementLocal areaRemote workCherry Bekaert
Wilmington, DE3 days ago- JPMorgan Chase & Co. is seeking a Technical Project Manager III to lead complex technology projects in Wilmington, Delaware. This role requires over 3 years of experience in technical program management, strong analytical reasoning, and proficiency in stakeholder management...Senior
$138.8k - $215.9k
...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation to provide tax equity investment consulting services... ...uncompromising integrity, collaboration, trust, and mutual respect The...SeniorApprenticeshipWork experience placementLocal areaCherry Bekaert
Wilmington, DE4 days ago- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public accounting... ...consulting recommendations Technical Tax Work Oversee complex returns including: Partnerships S-Corporations...Senior
Solid Rock Recruiting LLC
Wilmington, DE19 days ago - ...: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to... ...customers and those with more complex financial needs, serving as... ...everyday banking needs-opening accounts, handling service requests, and... ...professionals who excel at building trust, managing a portfolio, and...SeniorTemporary workWork experience placementImmediate start
WELLS FARGO BANK
Linwood, PA5 days ago - ...largest and most established certified public accounting firms in Delaware, is seeking a... ...to join our rapidly-growing International Tax Practice Area. Interested individuals must... ...team-based approach in preparation of more complex returns, including Forms 5471, 8865 and 8...SeniorWork at officeRemote workRelocation packageFlexible hours
$130k - $150k
...Clarity - Open communication drives trust and results. Get Things Done... ...About the Role We’re hiring a Senior Credit Risk Analyst to lead... ...(but not limited to): Pre‑tax and post‑tax retirement savings... ...Care, and Health Reimbursement Accounts. Company‑paid benefits such...SeniorTemporary workWork at officeFlexible hours- ...Senior Regional Sales Manager-Cornerstone Workforce AI About... ...you will partner closely with account executives across segments, bringing... ...guiding customers through complex, conceptual buying journeys.... ..., elevating Cornerstone as a trusted advisor in Cornerstone...SeniorLocal area
Cornerstone OnDemand
Wilmington, DE3 days ago - Senior Tax Analyst - State and Local Tax page is loaded## Senior Tax Analyst - State and Local... ...party provider.* Perform monthly tax account reconciliations between the General Ledger... ...with U.S. indirect tax reporting for complex transactions.* Experience using OneSource...SeniorWork at officeLocal area3 days per week1 day per week
$150k - $350k
...has managed discretionary separate accounts for decades using a concentrated,... ...investment strategy, retirement planning, tax aware portfolio structuring, and estate planning coordination.... ...appropriate. Serve as the primary trusted advisor for high net worth and mass...Full timeLive inWork at officeLocal areaRelocationRelocation packageFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Tax Accountant: Complex Trust & Estate Taxes. Be the first to apply!
Related searches
- tax examiner Wilmington, DE
- tax advisor Wilmington, DE
- tax preparers Wilmington, DE
- tax consultant Wilmington, DE
- tax accountant Wilmington, DE
- tax specialist Wilmington, DE
- accountant tax preparer Wilmington, DE
- tax associate Wilmington, DE
- senior director product management Wilmington, DE
- senior manager customer operations Wilmington, DE