Senior Trust Tax Accountant

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.

• 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 perform secondary review of returns.
• Additional responsibilities as required.
• Support the mission, strategy and values of BMT.

• Bachelor’s degree in accounting or business-related field or in lieu of degree – 10 years relevant trust tax preparation experience.
• Minimum of 5 years of trust tax experience.
• 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.

$77,390.00 – $

Individual base pay may vary based on experience, job‑related skills, education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation 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.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require 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.