Senior Tax Manager, Trust & Personal Tax
Bryn Mawr Trust
Bryn Mawr Trust, a WSFS Company, is seeking a Tax Manager for Personal Tax Services to lead and oversee the preparation of complex trust and individual federal, state, and local tax returns. The role collaborates with wealth advisors, portfolio managers, and tax colleagues to resolve issues and ensure compliant filings. Requirements include a Bachelor’s degree in accounting or business, a master's in taxation or LLM preferred, 7+ years of trust tax experience, and at least 3 years of management #J-18808-Ljbffr Bryn Mawr Trust
- Bryn Mawr Trust Co. in Delaware seeks a Tax Manager for Personal Tax Services to oversee the preparation of complex trust and individual federal, state, and local returns and tax reporting for investment accounts. The role requires 7+ years of trust tax experience, strong...SeniorPersonal taxLocal area
- ...the selected candidate for this role to work on site in the specified location(s).As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization...SeniorFull timeWork at office
- ...public accounting firm in Delaware is seeking a professional for their Estate & Trust Practice Area. This role requires expertise in estate and trust taxation, including preparing complex tax returns and providing consultation on estate planning. The firm offers...SeniorRemote jobFlexible hours
- ...Delaware Trust Officer II (DE TO II), Wilmington, DEAt Bank of America... ...administration of Investment Management and Trust accounts and... ...supporting documents such as tax returns and budgets. Prepare discretionary... ...managers, and the clients' personal tax preparers to ensure...Personal taxWork from homeShift workDay shift
- Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary... ...trust administration and relationship management with support from a Trust Administrator.... ...requires extensive trust, estate, and tax knowledge, collaboration with internal partners...Senior
- ...firms in Delaware, is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must have expertise and in-... ...including, gift, estate, inheritance, and other fiduciary tax issues for individuals and entities. Responsibilities Preparing...SeniorWork at officeRemote workRelocation packageFlexible hours
- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive... ...work with a Trust Administrator to manage a diverse book of business and... ...role, you will provide estate and tax guidance, collaborate with Fidelity...Senior
- White Tiger Connections is seeking a Tax Senior for a fully remote role handling a high‑volume mix of business and individual returns.... ...smooth client transition. You can expect a growth path toward Manager within one to two years for top performers while maintaining strong...SeniorRemote job
$138.8k - $215.9k
...innovative advisory, assurance and tax services to our clients. We... ...( team is looking for a Senior Manager with a background managing state... ...integrity, collaboration, trust, and mutual respect The... ...dedicated to enhancing your personal and work life and providing you...SeniorWork experience placementWork at officeLocal areaRemote workRelocation- ...to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is... ...trust administration and relationship management for their assigned clients. The... ...administration Providing estate and tax expertise as necessary Understanding...SeniorFull time
$160k - $240k
Job details: Senior Tax Manager / Tax Director / Tax Manager - Future Partner opportunity - Top Philly area Regional firm Salary: $160,000 -... ...This opportunity can start out as a Partner role for the right person, and will absolutely grow to a Partner role for the right...SeniorPermanent employmentWork at officeLocal area- Evercore Wealth Management in Wilmington, Delaware seeks an experienced Trust Administrator to oversee day-to-day administration of Delaware trusts and coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries. This role...Senior
- WSFS Bank is seeking a Corporate Trust Relationship Manager II within its Wealth Division. This role manages a book of accounts, onboards new transactions, and closes transactions while ensuring adherence to bank and corporate trust policies. You will coordinate closing...Senior
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts, interpret legal documents, and maintain high... ...; strong knowledge of trust principles and experience in RIA/wealth management are valued. #J-18808-Ljbffr Hightower AdvisorsSenior
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators. The ideal candidate will have 5 to 10 years of...Senior
- Fifth Third Bank seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, ensuring compliance with governing documents and laws. You will partner with clients, advisors and internal teams to deliver superior...Senior
- Hightower Trust Company, a wholly owned subsidiary of Hightower, seeks a Senior Trust Officer to manage a book of trust accounts and cultivate client-advisor relationships. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels...Senior
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal candidate will have a Bachelor’s Degree, at least 7 years of relevant experience, and comprehensive knowledge of...Senior
- ...This role is responsible for managing complex fiduciary relationships... ...high-net-worth and specialty trust accounts, in accordance with governing... ...organizational policies. The Senior Trust Officer serves as a... ..., and applicable legal and tax considerations. Other Duties:...SeniorShift work
$140k - $150k
...Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations... ...issues and partner with management, investments, tax, legal and compliance to take appropriate action...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorWork at office
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- JTC is seeking a Trust Relationship Manager and Estate Settlement Advisor to oversee complex fiduciary accounts for US domestic and international clients from its Delaware office. The role involves managing estate settlements, ensuring fiduciary compliance, and guiding...SeniorWork at office
- ...Tax Supervisor / ManagerResponsibilities:Review of individual, partnerships, S Corporation... ...fiduciary tax returnsAnalyze estate and trust documents.Work closely with client,... ...alternatives to satisfy client's objectives.Client management and participation in marketing/business...
$92.87k - $152.57k
...Tax Manager Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array... ...supporting our Delaware corporate trustee operations catering to personal trust and high net worth trust settlors. This role is...Local areaFlexible hours- ...Tax Manager Location: Wilmington (in-office T,W,TH) Type: Full... ...pride in delivering high-touch, personalized service. What You'll Do... ...compliance, and serve as a trusted advisor to business owners... ...train, and develop staff and senior accountants Collaborate with...Full timeWork at officeLocal area
$100.06k - $162.1k
...innovative advisory, assurance and tax services to our clients. We... ...( team is seeking a Tax Manager to support our Wilmington, DE... ...corps, Partnerships, Estates, Trusts, and NFP's Manage team members... ...dedicated to enhancing your personal and work life and providing you...Work experience placementWork at officeLocal area2 days per week3 days per week$125k - $150k
...Tax Manager About the Opportunity We are currently seeking a Tax Manager to join a growing Mid-Atlantic CPA firm's Wilmington,... ...supervising tax and support staff Preferred Experience: Trusts and estates Review CCH ProSystems and/or QuickBooks...Work at officeRemote workWork from home- ...Job Description Tax Manager - Wilmington, DE (Hybrid) Who: An experienced tax professional with strong technical expertise and... ...individuals, C-corporations, S-corporations, partnerships, estates, trusts, and nonprofit organizations. • Review team work products...Work at officeImmediate start2 days per week3 days per week
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