Senior Trust Tax Accountant - R-101254-2554

at WSFS Bank in Wilmington, Delaware, United States

Job 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 ServiceĀ® is more than part of our name, it's 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:
  • Bachelor's 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.
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Job Posting: 1241887

Posted On: Feb 22, 2024

Updated On: Mar 22, 2024

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