Senior Trust Tax Accountant

WSFS Bank

. Responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns .

Posted 5/1/2026full-timeHershey • New Jersey, Pennsylvania • 🇺🇸 United StatesSenior💰 $77,390 - $127,139 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns
Research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices
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

Requirements

What you’ll need

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

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan
life, accident, and disability insurance
flexible spending accounts (FSAs) and health savings accounts (HSAs)
wellness programs
paid parental leave, military leave
vacation and other paid time off
sick leave in accordance with applicable state laws
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment managementtax return preparationtax compliancetax researchaccount codingtax reserves calculationsecondary review of tax returnsgift taxgeneration skipping transfer tax

Soft Skills

communication skillscollaborationproblem-solvingtraining and development

Certifications

EACPAJD