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    Senior Trust Tax Accountant - Wilmington, United States - WSFS Bank

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    Description
    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 headquartered bank and wealth management company
    We 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, its our mission and our purpose
    The Senior Tax Trust Accountant is responsible for conducting the W8/W9 reviews for completeness, facilitation of all relevant support required for tax preparers, remittance processing, responding to Notices, correspondence with and responding to inquiries from outside accountants regarding the tax implications of actual or proposed trust activity
    The incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices

    Job Responsibilities:
    Applies federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns
    Maintains a current review of assigned account transactions for accurate tax code assignments and account coding
    Reviews new account opening documentation and sets the appropriate coding in the accounting and tax system
    Reviews closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees
    Responds to and resolves notices received by federal, state and local taxing authorities
    Stays current with tax law changes and application to assigned account assignment
    Provides support to trust tax accountants in training and professional development and performs secondary review of returns
    Additional responsibilities as required
    Supports the mission, strategy and values of BMT

    Minimum Qualifications:
    Bachelors degree in accounting or Business-related field or in lieu of degree- 10 years relevant trust tax preparation experience
    5-10 years of trust tax experience required
    Excellent PC skills with the ability to operate in multiple processing systems
    Demonstrated oral and written communication skills
    Experience in secondary review of tax returns.
    Credentialed tax professional- EA, CPA, or JD 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

    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
    At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
    We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
    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.


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