Institutional and Trust Tax Manager

3 weeks ago

Wilmington, United States WSFS Financial Corporation Full time

Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.

The Institutional and Trust Tax Manager will manage a 3-4 person tax services team in our Delaware location and support our WSFS Institutional and Bryn Mawr Trust Company of Delaware clients. The incumbent will also manage various tax vendor and external outsource/consultant relationships.

Job Responsibilities:

* Provide day-to-day management and support to the Bryn Mawr Trust Company of Delaware, which is responsible for the tax compliance of personal and corporate trust accounts, including tax support of our Global Capital Markets group.
* Assist in providing accurate, professional, and confidential communication with administrators and other internal departments, and outside accountants/advisors when responding to requests or providing support.
* The Delaware Trust & Institutional deliverables includes 1041 filings, tax reporting filings such as 1099s, 1042s, 5471, FBAR, and analysis of W-8 and W9's.
* Supervise and assist the tax process that updates and monitors trust account management, such as new account openings and closings, follow-up with exceptions, account updates, and asset update changes.
* Oversee the remittance of tax payments along with tax reporting to various tax authorities, including using various electronic filing systems such as EFTPS and FINCEN.
* Preparing, reviewing, correcting, and inputting client tax information for tax systems, registers, and tax filings, as well as overseeing the mailing of all tax filings and reporting for the various business lines while tracking the status of the tax returns and other documentation with authorities.

Minimum Qualifications:

* Bachelor's degree in Accounting or Business-related field.
* 5 years of relevant Delaware accounting, tax, or legal experience.
* Credentialed tax professional- EA, CPA or LLM.
* Experience in trust tax form preparation and secondary review.
* Must have the ability to accurately access the tax compliance requirements per review of trust document/custody agreements
* Must possess strong accounting, legal, and analytical skills, especially in fiduciary and estate tax rules and regulations.
* Must have strong computer skills and proficiency in Microsoft Office products including Excel.
* Must have excellent interpersonal, oral, and written communication skills with the ability to communicate effectively with internal colleagues and external clients and advisors.
* Must have strong organizational skills and the ability to multi-task and meet deadlines.
* Must have a background in foreign tax issues, such as FATCA, CRS, 5471s, 3520s, 1042s, and FBARs.
* Must have knowledge of IRS filing systems, such as EFTPS and FINCEN.
* Must have supervisory experience.
* Familiarity with tax software (OneSource), trust accounting software (SEI SWP), and TranStar is preferred.

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 careers@wsfsbank.com.

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.

  • Associate Client Advisor

    5 days ago

    Wilmington, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Tax Manager

    3 weeks ago

    Wilmington, United States International Search Consultants Full time

    Tax ManagerGreater Philadelphia Area As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity. Responsibilities:Responsible...

  • Tax Manager

    1 month ago

    Wilmington, United States International Search Consultants Full time

    Job DescriptionJob DescriptionTax ManagerGreater Philadelphia AreaAs a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting...

  • Account Manager, WM Advisory

    5 days ago

    Wilmington, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Associate Client Advisor

    5 days ago

    Wilmington, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Corporate Trust Middle Office Group Manager

    3 days ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...

  • Senior Trust Officer

    4 days ago

    Wilmington, United States Citizens Full time

    The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and beneficiaries...

  • Tax Manager/Supervisor

    2 weeks ago

    Wilmington, United States Synerfac Full time

    Job Description: We are seeking an experienced Tax Manager/Supervisor to join a well established CPA firm here in Wilmington, DE. As the Tax Supervisor, you will oversee and manage the entire spectrum of tax engagements, including planning, budgeting, reviewing and evaluating internal control processes, and ensuring compliance with due dates and time...

  • Delaware Senior Trust Officer

    1 week ago

    Wilmington, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Delaware Senior Trust Officer

    6 days ago

    Wilmington, United States National Black MBA Association Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Delaware Senior Trust Officer

    2 weeks ago

    Wilmington, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Delaware Senior Trust Officer

    1 week ago

    Wilmington, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Delaware Senior Trust Officer

    3 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Delaware Senior Trust Officer

    7 days ago

    Wilmington, United States National Black MBA Association Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Corporate Trust Middle Office Group Manager

    2 weeks ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Senior Tax Manager

    4 weeks ago

    Wilmington, United States Red Bike Advisors Full time

    Job Description Job Description Senior Tax Manager Full-Time | Remote | Tax & Accounting Description Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic...

  • Senior Tax Manager

    7 days ago

    Wilmington, United States Red Bike Advisors Full time

    Senior Tax Manager Full-Time | Remote | Tax & Accounting Description Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigation services to business...

  • Sr Manager

    1 week ago

    Wilmington, United States CEDENT Full time

    Sr Manager -Corporate Tax (Philadelphia, PA) Title : Sr Manager -Corporate Tax @ Philadelphia , PA . Terms of Hire: Full Time. Salary: $ Open / yr + Benefits. POSITION SUMMARY Client’s responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals in...

  • Senior Tax Manager

    2 weeks ago

    Wilmington, United States Red Bike Advisors Full time

    Senior Tax Manager Full-Time |  Remote  |  Tax & Accounting Description Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigation services to...

  • Senior Tax Manager

    1 month ago

    Wilmington, United States Red Bike Advisors Full time

    Job DescriptionJob DescriptionSenior Tax ManagerFull-Time |  Remote  |  Tax & Accounting DescriptionRed Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic...