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Institutional And Trust Tax Manager
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Full-time
- 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.
- 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.
- 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.
- Credentialed tax professional- EA, CPA or LLM.Experience in trust tax form preparation and secondary review.
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