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
- Bryn Mawr Trust, a WSFS Company, seeks a Senior Trust Tax Accountant to prepare and review fiduciary tax returns and ensure compliance for Delaware trust operations. You will research tax laws, assist with planning, and advise internal partners on tax implications for high...Senior
- ...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
$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$77.39k - $127.14k
## Senior Trust Tax AccountantApplylocations: Wilmington, DEtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R-103870**Job... ...**Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad...SeniorWork at officeLocal areaFlexible hours- ...difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington... ...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 taxShift workDay shift
$160k - $240k
...Tax partner OR (Step-up) Senior Tax Manager $160000 - $240000 per year | New Castle, DE | On-Site | Permanent Senior Tax Manager / Tax Director /... ...opportunity can start out as a Partner role for the right person, and will absolutely grow to a Partner role for the...SeniorPermanent employmentWork at officeLocal area- ...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
- ...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
$160k - $240k
...Australia-Employment is seeking an experienced Senior Tax Manager in Wilmington, DE. This permanent role offers a strong base salary of $160,000 - $240,000 and the possibility of evolving into an office Managing Partner position. The ideal candidate will have a strong...SeniorPermanent employmentWork at office- ...client service while effectively managing fiduciary risk. Be able to... ...and address different types of trust issues, unique assets, closely... ...of trust accounts. Extensive personal trust administration... .... Experience in operational, tax and fiduciary activities in relation...Senior
- 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
$140k - $150k
...in 2008, Hightower is a wealth management firm that provides investment,... ...). Your Future Team Hightower Trust Company is a wholly owned... ...consistently. What You’ll Do The Senior Trust Officer will administer... ...with management, investments, tax, legal and compliance to take...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- Goldman Sachs Group, Inc. is seeking a Senior Trust Officer (STO) based in Wilmington, Delaware. This role involves serving high-net-worth... ...will have a bachelor’s degree, extensive experience in trust management, and excellent interpersonal skills. The position offers...Senior
- JTC Group is seeking a Senior Trust Officer to join the Private Client Services team in a hybrid workplace. The role oversees complex fiduciary... ...has a minimum of 10 years in trust administration or wealth management, with strong communication and leadership skills. #J-18808-...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
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...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
- 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
- Fifth Third in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth accounts, and to act as the primary fiduciary advisor for clients and advisors. The role emphasizes risk management, adherence to governing...Senior
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...Senior
- Fifth Third Bank, N.A. is seeking a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trust accounts, in Wilmington, DE. You will act as the primary fiduciary advisor, partnering with clients, financial advisors, and...Senior
- JTC Group is seeking a Senior Trust Officer to join our Trust and Wealth Management team in Wilmington. The role oversees complex fiduciary accounts for US domestic and international clients, with emphasis on service quality and fiduciary risk management. The ideal candidate...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
- ...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
$92.87k - $152.57k
...Tax Manager 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...Local areaFlexible hours$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- JTC Group is seeking an experienced trust administrator to manage a diverse portfolio of fiduciary accounts for US domestic and international clients. The role emphasizes risk-management, top-tier client service, and cross-border trust expertise. Ideal candidates have 1...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
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