Senior Trust Tax Accountant

Wsfs Financial
Hershey, PA
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 Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns. In addition, 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 :
  • Apply 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.
  • Maintain a current review of assigned account transactions for accurate tax code assignments and account coding.
  • Review new account opening documentation and set the appropriate coding in the accounting and tax system.
  • Review closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees.
  • Respond to and resolve notices received by federal, state and local taxing authorities.
  • Stay current with tax law changes and application to assigned account assignment.
  • Provide support to trust tax accountants in training and professional development and performs secondary review of returns.
  • Additional responsibilities as required.
  • Support 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.
  • A minimum of 5 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 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:
$77,390.00 - $127,139.75

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. WSFS provides a competitive 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

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 [email protected].

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.
Posted 2026-05-24

Recommended Jobs

EMT, Paramedic or LPN (PRN)

Medcor Inc
Chambersburg, PA

Medcor is looking to hire a EMT, Paramedic or LPN on a PRN basis (as-needed) to be an Onsite Health Technician in our employer based, occupational health clinic in Chambersburg, PA. The clinic operate…

View Details
Posted 2026-02-07

Plumber

Golden Rule Plumbing and Contractin
West Chester, PA

Job Description Job Description Benefits/Perks Flexible Scheduling Competitive Compensation Career Advancement Opportunities Job Summary We are looking for a skilled and experience…

View Details
Posted 2026-03-20

PHYSICIAN-PSYCHIATRIST

US Veterans Health Administration
Lebanon, PA

Summary The Lebanon VA Medical Center is recruiting for Psychiatrists to work within the Behavioral Health Service Line. Note: This is an open continuous announcement until …

View Details
Posted 2026-05-24

Commercial Flooring Careers

CentiMark Corporation
Reading, PA

QuestMark Flooring - Reading, PA - Full Time *Salaried and hourly positions available - SIGNING BONUS* **QuestMark is looking for local experienced employees** Join our fast-growing service di…

View Details
Posted 2026-01-12

Salesforce Business Analyst

Concord USA
King of Prussia, PA

Location: King of Prussia, PA. Hybrid, 2-3 days on-site. Employment Type: 6-12 months contract with possibility of extension.  Compensation: $40 - $50/hr W-2.  Requirements: must be authorized …

View Details
Posted 2026-05-18

Operations Specialist Senior - PNC Wealth Management

PNC
Pittsburgh, PA

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our c…

View Details
Posted 2026-05-12

Territory Sales Manager

Direct Staffing Inc
Philadelphia, PA

Company Description Manufacturing & Production Job Description Territory Sales Manager  Philadelphia Manufacturing & Production Exp 5-7 years Deg Bachelors Relo Bo…

View Details
Posted 2026-05-24

Bartender

White Dog Cafe - Glen Mills
Glen Mills, PA

BARTENDER POSITION AT FEARLESS RESTAURANT GROUP What makes Fearless Restaurants special and a great place to work?! Cuz’ we give a damn! We are part of Fearless Restaurant Group; a multi-concept…

View Details
Posted 2026-05-09

SALES ASSOCIATE - PLUMBING & ELECTRIC

Stanford Home Center
Pittsburgh, PA

Description Effectively communicate with customers, management, and employees. Receive incoming phone calls Make phone calls to customers and vendors Must move throughout the store and/o…

View Details
Posted 2026-05-24

Manufacturing Developer (.net and Wonderware)

Bright Vision Technologies
Delano, PA

Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations. We leverage …

View Details
Posted 2026-05-24