Tax Manager

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.

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 position offers a unique opportunity to lead a newly established Delaware Trust Tax Services team and play a key role in transitioning tax preparation and compliance services from outsourced providers to an in-house model.

During the initial years, the successful candidate will help establish processes, enhance operational efficiencies, and implement technology solutions to support a scalable and best-in-class trust tax function.

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. Minimum of 10 years of relevant tax experience. Professional tax credential such as CPA, EA, or JD. Strong knowledge of federal, state, and local tax regulations. 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.

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 https://www.

wsfsbank. com/about/careers/ 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.

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. Would you like to work with a collaborative, Client-centric team focused on community?

When it’s time to take your career the next level, it’s time to look at Bryn Mawr Trust. Bryn Mawr Trust is part of WSFS, the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. Our organizations know that when we work together and move forward with purpose, a brighter future lies ahead.

Please view our job openings if you’d like to be part of a collaborative team focused on Clients and community. WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region.

As of March 31, 2023, WSFS Financial Corporation had $20. 3 billion in assets on its balance sheet and $65. 6 billion in assets under management and administration.

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments.

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.