Institutional and Trust Tax Manager

2 weeks ago

Wilmington, United States WSFS Bank Full time

Institutional and Trust Tax Manager page is loaded

Institutional and Trust Tax Manager

Apply

locations

Wilmington, DE

Berwyn, PA

Remote PA

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R-101163

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.

Notice to Third-Party Recruiters

Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.

#J-18808-Ljbffr

  • Institutional and Trust Tax Manager

    1 week 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...

  • Senior Trust Tax Accountant

    1 week ago

    Wilmington, United States WSFS Financial Corporation 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 Trust Tax Accountant

    7 days ago

    Wilmington, United States WSFS Bank Full time

    Senior Trust Tax Accountant page is loaded Senior Trust Tax Accountant Apply locations Wilmington, DE Berwyn, PA Princeton, NJ Wilmington, DE Philadelphia, PA time type Full time posted on Posted Yesterday job requisition id R-101254 Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial...

  • Tax Manager

    4 days 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

    6 days 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...

  • Tax Manager

    3 weeks 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...

  • Director, Senior Trust Officer

    5 hours ago

    Wilmington, United States Fidelity Investments Full time

    Job Description: The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! This role is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary...

  • Director, Senior Trust Officer

    2 weeks ago

    Wilmington, United States Fidelity Investments Full time

    Job Description:The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! This role is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary...

  • Tax Manager/Supervisor

    2 days 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...

  • Senior Tax Accountant

    2 weeks ago

    Wilmington, United States Liberty Personnel Services, Inc. Full time

    Senior Tax Accountant - Trust & Estate Tax (Public Accounting Firm - Wilmington, DE 75-110k A flexible, hybrid schedule is available with this opportunity! Summary We are seeking a highly motivated and experienced Senior Tax Accountant to join our growing public accounting client. This role requires a specialization in trust and estate tax, where you will...

  • Tax Manager/Supervisor

    3 days ago

    Wilmington, United States Synerfac Full time

    Details: 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...

  • Senior Tax Manager

    2 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...

  • Director, Senior Trust Officer

    4 days ago

    Wilmington, United States Fidelity TalentSource LLC Full time

    Job Description: The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! This role is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary...

  • Senior Tax Manager

    6 days 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...

  • Senior Tax Manager

    3 weeks 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...

  • Delaware Senior Trust Officer

    6 days 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

    6 days 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...

  • Tax Manager

    4 weeks ago

    Wilmington, United States Cyfle Full time

    About the job Tax Manager Salary: $ 120,000.00 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 know if you are interested. Prioritized Must Have Skills for the Tax Manager: #1. Must have CPA or willing to attain it. #2. Must have at least 3yrs of Tax management exp....

  • Delaware Senior Trust Officer

    4 days ago

    Wilmington, United States The Bank of America Corporation Full time

    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 Trust, Officer, Senior, Financial Advisor, Tax Preparer, Portfolio Manager, Technology, Banking

  • Tax Manager

    6 days ago

    Wilmington, United States Synerfac Full time

    Details: Job Description: We are seeking a highly motivated and experienced Audit Manager and Tax Manager to join our client's team in Wilmington DE. The ideal candidate will have a strong understanding of accounting and auditing principles and tax laws and regulations. They will oversee our clients' audit and tax processes, ensuring that all financial...