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
$77.39k - $127.14k
Senior Trust Tax Accountant page is loaded## Senior Trust Tax Accountantlocations: Hershey, PA: Berwyn... ...services, investment management, trust and estate planning, brokerage and investment... ...for the preparation of moderate/complex investment management, trust and individual...SeniorLocal areaFlexible hours$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 - Mohr Talent is seeking a Senior Trust Officer in Wilmington, DE to manage sophisticated trust and estate relationships. This role requires 8+ years of trust administration... ...with trusts, estates, and fiduciary accounts. Join a positive culture and thrive in a high...Senior
- Fifth Third Bank is seeking a Trust Advisor in Wilmington, Delaware. This position is responsible for providing fiduciary expertise, managing trust accounts, and developing strong relationships with clients and their families. The ideal candidate will have a Bachelor’s...Senior
- ...Financial Services Group, Inc. is seeking a fiduciary professional to manage complex accounts and ensure compliance with fiduciary regulations. This role requires extensive knowledge of trust operations and client relationship management. The position involves problem-...Senior
- Job Description Senior Trust Officer Wilmington, DE | base DOE + bonus... ...is seeking a Senior Trust & Estate Relationship Officer to manage... ...strategic fiduciary guidance, and complex trust matters. Highlights... ...estates, IRAs, and fiduciary accounts Strong communication and...SeniorLocal area
- ...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 - ...taxation, and outsource accounting services to North... ...industries including real estate, construction,... ...invite an experienced Senior Tax Associate to join our... ...development, serving as a trusted advisor to our diverse... ...ability to interpret complex financial statements....SeniorFull timeWork at officeLocal areaRelocation packageFlexible hours3 days per week
- ...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...Work from homeShift workDay shift
Bank of America
Wilmington, DE2 days ago - ...ML solution development and deployment. Job Summary As a Senior Product Associate in Trust & Security Authentication Platforms and Modeling, you... ...transformer architectures and graph neural networks, to solve complex challenges in identity verification and fraud prevention....SeniorWork visa
- ...Monday, April 13, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra... ...Officer in the administration of trust accounts. Works under general supervision with latitude... ...multiple concurrent projects of medium complexity. Is an active team member, contributes...SeniorWork experience placementWork at office
- ...expansion and retention. Consults on estate and tax planning, wealth transfer,... ...judgement in managing complex and sensitive relationships.... ...Administers complex personal trust relationships. Consults with... ...fiduciary and estate plans. Ensures accounts comply with legal and...Senior
- Charles Schwab Corporation in Wilmington, Delaware is seeking a Trust Officer responsible for managing trust accounts and relationships with investment advisors. The role requires strong organizational and interpersonal skills, with a focus on compliance and client service...SeniorWork at office
- A reputable financial institution in Wilmington, Delaware, is seeking a Trust Advisor. The role involves managing personal trusts, providing fiduciary advice, and ensuring compliance with legal requirements. Candidates should have at least 7 years of experience in trust...Senior
- ...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...Work at office
- A national staffing agency is looking for a Tax Accountant to assist the Tax Manager with various engagements, including preparing individual and trust tax returns. The ideal candidate will have a Bachelor's degree, at least 3 years of tax experience, preferably with a...SeniorCasual work
- Responsibilities Assist the Tax Manager on engagements Prepare individual (1040) and trust returns Perform tax analysis Foster... ...with the Tax Manager & Tax Seniors as well as client leadership to... ...experience. Preferably a public tax accountant out of a mid-size to large...SeniorWeekend work
- A leading certified public accounting firm in Wilmington is seeking a tax professional to join their International Tax Practice Area. Responsibilities include... ...preparing Federal and State tax returns, supporting complex return preparations, and maintaining knowledge of U.S...SeniorRemote jobFlexible hours
- ...Posted Monday, April 13, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra... ...with trust-related needs. As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary...SeniorWork experience placement
- ...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
$71.87k - $114.8k
ESTATE SETTLEMENT AND TERMINATIONS ADMINISTRATOR WHAT IS THE OPPORTUNITY? Provide... ...Team in all phases of estates and trust settlement for a variety of impacted accounts including testamentary and... ...functions to support accounting and tax reporting (including ET-706 and 10...Work at officeRemote work$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
$96.5k - $207.5k
...Function The Special Needs Trust (SNT) team is... ...clients’ financial goals. Accountable for risk by openly exchanging... ...them, such as regular estate plan reviews, client... ...technical understanding of complex fiduciary documents and... ..., 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- First Citizens Bank in Wilmington, Delaware is seeking a skilled Trust Administrator to manage complex fiduciary relationships for high-net-worth clients. The ideal candidate will have a Bachelor's degree or equivalent experience along with CTFA and CFP certifications,...Senior
- ...planning, wealth management, tax, and business advisory firm... ...and we’re looking for a Senior Accountant to join our team. This role... ...Responsibilities Prepare complex individual, partnership, S... ...corporation, C corporation, trust, and estate tax returns, including multi...SeniorFull timeWork at officeLocal area
- RiversEdge Advisors is looking for a Senior Accountant in Wilmington, DE, to support our Tax & Business Advisory practice. This role involves preparing and reviewing tax returns, providing tax planning, and engaging with clients. Candidates should have a Bachelor’s degree...Senior
$135k - $155k
Trust Officer - Delaware page is loaded## Trust Officer - Delawarelocations... .... Our investment managers, tax and estate planning professionals work... ...trust and directed trust accounts while remaining current on... ....* Manage and oversee, large complex client relationships that include...Work at officeLocal areaFlexible 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