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...SeniorWork at office
$92.87k - $152.57k
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory... ...through multiple integrated businesses. The Tax Manager, Personal Tax Services, will be responsible for the preparation...Personal taxLocal areaFlexible hours- ...site in the specified location(s).Schwab’s Personal Trust Services organization delivers trust and... ...legal and financial information, manage risk, and resolve complex trust settlement... ...collaborate with beneficiaries, attorneys, tax professionals, trust officers, and...Personal taxFull timeWork at office
$120k - $160k
...top-ranked Mid-Atlantic advisory firm - Tax Manager opening, hybrid with remote flexibility!... ...$120-140k (flexible up to $160,000+ for Senior Manager-level candidates) Hybrid schedule... ..., mentor staff, and serve as a trusted advisor to clients on complex tax matters...SeniorRemote jobWork at officeLocal areaFlexible hours- ...difference. Join us! Delaware Trust Officer II (DE TO II),... ...administration of Investment Management and Trust accounts and responsible... ...supporting documents such as tax returns and budgets. Prepare discretionary... ...managers, and the clients’ personal tax preparers to ensure...Personal taxShift workDay shift
- ...in the specified location(s). Schwab’s Personal Trust Services organization delivers trust and... ...evaluate legal and financial information, manage risk, and resolve complex trust... ...collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal...Personal taxWork at office
- 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
- Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration of key trust relationships for... ...Wilmington, Delaware. The STO collaborates with PWAs and tax teams to deliver customized fiduciary solutions and ensure...Senior
- ...Bank, National Association, located in New York, seeks a Trust Advisor for Special Needs Trusts to manage complex fiduciary relationships and administer trusts... ...close client relationships, coordinating with tax and legal teams, and driving trust growth while maintaining...Senior
- JTC Group is seeking an experienced Senior Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will... ...compliance, mitigate fiduciary risks, and collaborate with legal, tax, and investment teams. Ideal candidates have 5+ years in...Senior
$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- BDO USA seeks a Core Tax Services (CTS) Manager - ASC740 to advise clients on tax implications, lead ASC 740 computations, and drive effective tax strategies. You will manage engagements, supervise staff, and communicate insights to clients and Assurance teams. Qualified...Senior
- Tax Manager Position Overview We are seeking an experienced Tax Manager to lead tax compliance... ...including high net worth individuals, trusts and estates, partnerships, corporations,... ...(1120). Supervise, mentor, and develop senior staff, tax supervisors, and associates;...Local area
- ...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
$150k - $200k
..., and efficiency—empowering researchers and enterprises to train and deploy the largest AI models with unprecedented ease. As a Senior Design Verification Engineer, you’ll own the end-to-end verification of a critical subsystem in our next-generation AI processor. You...SeniorLocal areaFlexible hours- Hightower Advisors in Delaware seeks a Senior Trust Officer to manage a book of trust accounts, interpreting documents and ensuring fiduciary compliance while building strong client relationships. You will collaborate with clients, advisors and internal partners, perform...Senior
- Rockefeller Capital Management’s Delaware-based Trust Operations Lead will oversee the Trust Operations function for RTCs, with end-to-end responsibility for operating model, controls, and daily fiduciary account administration. You will lead a team of operations professionals...Senior
- 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
- Ivory Systems in Delaware seeks an experienced Trust Administration professional to support UHNW trust and estate relationships, guiding Trust Relationship Managers and ensuring governance documents are applied accurately across jurisdictions. You will maintain file hygiene...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
- 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
$140k - $150k
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations... ...and partner with management, investments, tax, legal and compliance to take appropriate action...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- Fifth Third Bank in Cincinnati, OH invites a Trust Officer II to manage sophisticated personal trust accounts, agency, IRA, and custody portfolios. The role emphasizes fiduciary responsibilities, risk management, and client-focused service, aligned with private bank standards...Senior
- JTC is seeking a Trust Officer, Assistant Manager - Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment. This role requires a finance...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
$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
$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- 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
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