Tax Manager, Personal Tax Services

WSFS Bank

Tax Manager responsible for preparing complex trust and individual federal, state, and local tax returns. Collaborating with clients and advisors to ensure tax compliance and resolve issues.

Posted 7/29/2026full-timeBerwyn • Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $92,869 - $152,569 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing complex trust and individual tax returns while ensuring compliance with federal, state, and local tax laws. Proficient in managing client relationships and collaborating with advisors to resolve tax issues effectively.

Highest-signal resume keywords

Trust Tax ExperienceManagement ExperienceTax ComplianceCredentialed Tax ProfessionalExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ReportingTax ResearchTax Code ApplicationAccount Transaction ReviewTax Compliance RequirementsTax Reserve CalculationComplex Trust Agreement Analysis

Soft Skills

Oral CommunicationWritten CommunicationClient Collaboration

Tools & Technologies

Trust Accounting SystemTax Processing Systems

Certifications & Qualifications

EACPAJD

Industry Keywords

Federal Tax LawsState Tax LawsLocal Tax LawsInvestment Management AccountsTax Notices

About the role

Key responsibilities & impact

responsible for the preparation of complicated trust and individual federal, state and local tax returns
tax reporting for investment management accounts
research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues 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 assigned investment management, trust and individual accounts/clients
collect and maintain client tax-related materials
timely communication and filing of client tax returns
work directly with advisors on their client matters and tax preparation process
maintain a current review of assigned account transactions for accurate tax code assignments and account coding
review new account opening documentation and validate the appropriate coding in the trust 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 accounts
support the mission, strategy, and values of BMT by promoting the company’s services to clients and prospects.

Requirements

What you’ll need

Bachelor’s degree in Accounting or Business-related field
Masters in taxation or LLM preferred
Must have 7+ years of trust tax experience
Must have a minimum of 3 years of management experience including secondary review of complex tax returns
Credentialed tax professional- EA, CPA, or JD
Must have excellent PC skills with the ability to operate in multiple processing systems
Must have demonstrated oral and written communication skills necessary in the communication with clients, advisors, and outside taxing authorities
Must have the ability to analyze complex trust agreements or wills and apply the appropriate tax compliance requirements and standards.

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