Tax Manager

$92.87k - $152.57k

Full-time

Bryn Mawr Trust

Job Description
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, corporate, and institutional clients through multiple integrated businesses.
The Tax Manager will lead trust tax compliance activities supporting our Delaware corporate trustee operations catering to personal trust and high net worth trust settlors. This role is responsible for the preparation and oversight of trust federal, state, and local tax returns, while serving as a trusted resource to Trust Officers, Wealth Advisors, Portfolio Managers, clients, and other tax professionals. This role operates with a high degree of independence and collaboration, requiring sound judgment, strong problem-solving skills, and the ability to make informed decisions related to tax compliance, operational processes, and client service. The Tax Manager will partner closely with business leaders and stakeholders while helping shape the future direction of the Delaware Trust Tax Services function.
This is an exciting opportunity to lead a growing Delaware Trust Tax Services team and help shape the future of the organization's trust tax operations. The successful candidate will be instrumental in building the foundation of the function, developing efficient processes, optimizing workflows, and leveraging technology to create a scalable and industry-leading trust tax operation.
Job Responsibilities:
Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware.
Manage relationships with Trust Officers and Financial Advisors.
Lead and manage the Delaware Trust Tax Services team.
Respond to and resolve notices received from federal, state, and local taxing authorities.
Stay current with tax law changes and their application to assigned accounts.
Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related fiduciary environment.
Experience leading tax operations, process improvements, and team development initiatives.
Provide coaching, guidance, and technical expertise to team members.
Oversee workload planning, prioritization, and quality control to ensure service excellence and compliance standards are achieved.
Perform additional responsibilities as required.
Support the mission, strategy, and values of Bryn Mawr Trust.
Minimum Qualifications:
Bachelor's degree in Accounting, Finance, Business, or a related field.
Masters in taxation or LLM preferred.
Minimum of 10 years of relevant tax experience.
Professional tax credential such as CPA, EA, or JD.
Strong knowledge of complex federal, state, and local tax regulations.
Experience with international trust and FATCA.
Experience in Nevada trust taxation preferred.
Ability to interpret and apply IRS code requirements to account transactions.
Excellent technology skills with the ability to operate effectively across multiple systems and platforms.
Demonstrated ability to build relationships, collaborate across teams, and effectively manage stakeholder interactions.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$92,869.00 - $152,569.00
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Tax Manager in Wilmington, NC vacancy

Tax Manager
$110k - $120k
...Tax Manager Wilmington, NC, United States $ 110,000.00 - 120,000.00 (US Dollar) Salary: $ 120,000.00 About the Job We have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and let us...
Suggested
Work at office
Local area
Worldwide
Cyfle
Wilmington, NC
2 days ago
Tax Manager
...believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we’re passionate about helping clients reach their goals through thoughtful, strategic planning....
Suggested
Full time
Work at office
Local area
RiversEdge Advisors
Wilmington, NC
a month ago
Tax Supervisor / Manager
...Job Description Job Description Tax Supervisor / Manager Responsibilities: Review of individual, partnerships, S Corporation, C Corporation, and fiduciary tax returns Analyze estate and trust documents. Work closely with client, attorney and related...
Suggested
Spartan Placements, LLC
Wilmington, NC
a month ago
Tax Manager
$115k - $130k
...Love tax strategy? Want to lead a team that thinks like advisors? Red Bike Advisors is a 100% virtual tax, accounting, and advisory... ...financially stressed to financially free. We're hiring a Tax Manager to own a multi-million dollar book of tax business, deliver...
Suggested
Full time
Local area
Remote work
Home office
Flexible hours
Red Bike Advisors
Wilmington, NC
1 day ago
Tax Manager
...Job Description Job Description Tax Manager Location: Wilmington, DE Experience Level: 7+ Years of Public Accounting Experience We are partnered with a well‑established CPA firm in Wilmington, DE that is seeking an experienced Tax Manager to join its growing...
Suggested
Local area
Wertz & Associates
Wilmington, NC
a month ago
Tax Manager - Full or Part Time
...Firm Description Red Bike Advisors is a 100% virtual tax, accounting, and advisory firm helping healthcare practice owners and scaling... ...changes lives. We are seeking a full- or part-time Tax Manager to join our growing team and help drive this mission forward. This...
Hourly pay
Full time
Part time
Local area
Remote work
Flexible hours
Red Bike Advisors
Wilmington, NC
more than 2 months ago
Tax Manager- Estates and Trusts
...Job Description Job Description We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to...
Summer work
Flexible hours
PBMares LLP
Wilmington, NC
a month ago
PAYROLL MANAGER
...required manual timesheets.The Payment and timely filing of all tax withholdings and other deductions from earnings on bi-weekly,... ...including General Accounting, Human Resources, IT and end users.Management and distribution of unemployment requests.Management of VOW/VOE...
Liberty Healthcare
Wilmington, NC
2 days ago
Tax Manager / Client Manager
$100k - $145k
...Opportunity Own meaningful client relationships and become a trusted tax advisor to individuals and growing businesses. Join a well-... ...trusted advisors. Confidential Employer. Job Description Manage ongoing relationships with individual and business tax clients....
Full time
Local area
Orion Placement
Wilmington, NC
a month ago
Tax Director
$200k - $250k
...Job Description Job Description About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced...
Work at office
Flexible hours
White Tiger Connections
Wilmington, NC
a month ago
Accounting Specialist
$27 - $32 per hour
...new service initiatives, special projects, and demonstration programs Responsible for handling all related job responsibilities and managing records in compliance with Cape Fear Public Transit Authority Policies and Procedures Perform all job duties and responsibilities...
Part time
Work at office
Local area
Wave Transit
Wilmington, NC
1 day ago
Tax Expert - Local
$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including...
Work at office
Local area
Monday to Friday
Intuit
Wilmington, NC
12 days ago
Audit Supervisor - CPA
...Audit Manager (Wilmington, DE) Our client is a reputable public accounting firm seeking a highly motivated and experienced Audit Supervisor... ...and managing all aspects of audit, review, compilation, and tax engagements, including planning, budgeting, staffing, reviewing...
Work at office
Synerfac Technical Staffing
Wilmington, NC
1 day ago
Accounting Specialist
$30 per hour
...Working knowledge of basic accounting principles and general ledger reconciliations. Strong attention to detail with the ability to manage priorities in a deadline-driven environment. Immediate availability to begin work on September 21. Valid driver’s license and...
Hourly pay
Full time
Temporary work
Immediate start
Monday to Friday
Kinetic Staffing
Wilmington, NC
13 days ago
Accounting Specialist
$50k - $52k
...invoices through AvidXchange for approval workflows • Enter and code invoices into MRI software, including job cost allocations • Manage monthly operating expense (OpEx) check runs in coordination with operations teams • Execute weekly utility and SODA check runs • Support...
For contractors
Local area
LHH US
Wilmington, NC
18 days ago
Assistant Controller
...Goodwill of Delaware and Delaware County's administrative offices in Wilmington, DE. This role supports the Chief Financial Officer in managing day-to-day accounting operations and helps ensure the accuracy and integrity of our financial reporting — from general ledger and...
Work at office
Goodwill of Delaware and Delaware County
Wilmington, NC
2 days ago
Assistant Controller
...entries, establishing accruals, payroll in multiple states, payroll tax filings, 1099 reporting annually, banking, and performing... ...firm with reinsurance tax accounting. Provide mentorship and management to other investment accountants that may be added to reinsurance...
Contract work
Local area
HHM Talent
Wilmington, NC
2 days ago
Senior Tax Manager
$134k - $167k
...small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences... ...and personalized service What You'll Do The Senior Tax Manager provides strategic leadership for the tax practice and serves as...
Local area
Archer Lewis
Wilmington, NC
15 days ago
Senior Tax Accountant
...and QuickBooks Online. Demonstrate ability to complete various tax and accounting projects, including: 1040, 1065, 1120S, 1120, 990... ...in meetings; with clients, as appropriate, and as directed by managers or partners. Understand the importance of deadlines by demonstrating...
Full time
Casual work
Work at office
Local area
Sparano, Vincelette & Joiner, CPAs
Wilmington, NC
7 days ago
Tax Preparer
...sources. Ensures all transactions comply with accounting and tax policies, procedures, laws, rules and regulations. Provides... ...funds. Provides recommendations, guidance and direction to management for the purpose of understanding, meeting functional and operational...
Acro Service Corporation
Wilmington, NC
4 days ago
Experienced Tax Preparer
...Job Description Job Description Calling all Experienced Tax Preparers ! Join our team for an exciting opportunity that offers flexible schedules . Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will...
Flexible hours
Jackson Hewitt - 3586
Wilmington, NC
26 days ago
Entry Level Tax Preparer
...adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as an Entry-Level Seasonal Tax Preparer , you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional...
Second job
Seasonal work
Flexible hours
Jackson Hewitt - 3586
Wilmington, NC
9 days ago
Sr. Tax Transformation Consultant
...Location : Wilmington DE Position : Sr. Tax Transformation Consultant Job Description : We are seeking a Senior Tax... ...across tax provision, legal entity restructuring, ownership management, state tax compliance, and enterprise tax technology platforms...
Temporary work
Delan Associates, Inc
Wilmington, NC
a month ago
Senior Account Associate- Commercial Insurance
...customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability...
Contract work
For contractors
Remote work
Insurance Office of America
Wilmington, NC
23 hours ago
Staff Accountant
$90k - $150k
...About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Staff Accountant to join their professional...
Remote job
Full time
Work at office
Flexible hours
White Tiger Connections Inc.
Wilmington, NC
more than 2 months ago
Staff Accountant
At CAP3, we love people who create things. We appreciate creativity and ingenuity above all else. And since small business owners are among the most creative people on the planet, it's no surprise that their creativity inspired us to create a new type of accounting...
Full time
Work at office
Cap3
Wilmington, NC
a month ago
Staff Accountant
...organization, applying the Generally Accepted Accounting Principles (GAAP). Essential Functions: Assist the Accounting Managers with the day-to-day, monthly and year-end operations of the Accounting Department. Perform the processing and recording of accounts...
Full time
Casual work
Work at office
Remote work
Monday to Friday
Continental Finance Corporation
Wilmington, NC
a month ago
Senior Accountant
...advise clients * Continually look for ways to improve the quality and usefulness of client reporting Weekly Cash Budget & Cash Management You'll also have a direct role in helping clients understand and manage their cash. * Prepare weekly cash budgets and cash...
Full time
Work at office
Cap3
Wilmington, NC
a month ago
Accountant Market Data
...TECHNOLOGIES INC USA Job Description Someone who has done invoicing Excel spreadsheets Accounts payable License management Maybe a junior accountant or some such person Additional Information Send me your resumes at ****@*****.***. us Pozdrawiam...
Full time
Alpha Technologies Usa
Wilmington, NC
more than 2 months ago
Calling All Tax Seniors
...Job Description A well-respected client is seeking a TAX SENIOR due to the growth in their firm. Are you an experienced individual... ...As a Tax Senior, you will be responsible for overseeing and managing a team of tax associates while developing and implementing strategies...
gpac
Wilmington, NC
23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager. Be the first to apply!