Wealth Management Associate Jobs in Delaware (NOW HIRING)

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 Tax Manager will lead trust tax compliance activities supporting our Delaware corporate trustee operations catering to personal trust and high net worth trust settlors. This role is responsible for the preparation and oversight of trust federal, state, and local tax returns, while serving as a trusted resource to Trust Officers, Wealth Advisors, Portfolio Managers, clients, and other tax professionals. This role operates with a high degree of independence and collaboration, requiring sound judgment, strong problem-solving skills, and the ability to make informed decisions related to tax compliance, operational processes, and client service. The Tax Manager will partner closely with business leaders and stakeholders while helping shape the future direction of the Delaware Trust Tax Services function.

This is an exciting opportunity to lead a growing Delaware Trust Tax Services team and help shape the future of the organization's trust tax operations. The successful candidate will be instrumental in building the foundation of the function, developing efficient processes, optimizing workflows, and leveraging technology to create a scalable and industry-leading trust tax operation.

Job Responsibilities:

• Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware.
• Manage relationships with Trust Officers and Financial Advisors.
• Lead and manage the Delaware Trust Tax Services team.
• Respond to and resolve notices received from federal, state, and local taxing authorities.
• Stay current with tax law changes and their application to assigned accounts.
• Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related fiduciary environment.
• Experience leading tax operations, process improvements, and team development initiatives.
• Provide coaching, guidance, and technical expertise to team members.
• Oversee workload planning, prioritization, and quality control to ensure service excellence and compliance standards are achieved.
• Perform additional responsibilities as required.
• Support the mission, strategy, and values of Bryn Mawr Trust.

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Masters in taxation or LLM preferred.
• Minimum of 10 years of relevant tax experience.
• Professional tax credential such as CPA, EA, or JD.
• Strong knowledge of complex federal, state, and local tax regulations.
• Experience with international trust and FATCA.
• Experience in Nevada trust taxation preferred.
• Ability to interpret and apply IRS code requirements to account transactions.
• Excellent technology skills with the ability to operate effectively across multiple systems and platforms.
• Demonstrated ability to build relationships, collaborate across teams, and effectively manage stakeholder interactions.

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:

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 https://www.wsfsbank.com/about/careers/

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 careers@wsfsbank.com.

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.