Tax Manager, Personal Tax Services

Location: Berwyn, Pennsylvania, United States

Salary: $92,869–$152,569 per year, plus potential incentive and retention awards.

Company

hirify.global, through Bryn Mawr Trust, provides wealth management, investment management, trust and estate planning, brokerage, and advisory services to individual, corporate, and institutional clients.

What you will do

• Prepare complex federal, state, and local tax returns for trusts and individual clients.
• Complete tax reporting for investment management accounts and ensure filing requirements are met on time.
• Research tax issues and resolve notices from federal, state, and local taxing authorities.
• Review account transactions, tax code assignments, account coding, and account opening documentation.
• Determine tax reserves and service fees for closing accounts.
• Collaborate with clients, wealth advisors, portfolio managers, and tax colleagues on client matters.

Requirements

• Bachelor’s degree in Accounting, Business, or a related field.
• At least 7 years of trust tax experience and 3 years of management experience, including secondary review of complex tax returns.
• Credentialed tax professional with an EA, CPA, or JD designation.
• Ability to analyze complex trust agreements or wills and apply applicable tax compliance requirements.
• Strong PC, analytical, oral, and written communication skills, including the ability to work across multiple processing systems.
• Must already be authorized to work for any employer in the United States and must not require current or future work visa sponsorship.

Nice to have

• Master’s degree in Taxation or an LLM.

Culture & Benefits

• Medical, dental, and vision coverage.
• 401(k) plan, life, accident, and disability insurance.
• Flexible spending accounts, health savings accounts, and wellness programs.
• Paid parental leave, military leave, vacation, sick leave, and paid holidays, subject to eligibility and location.
• Inclusive workplace with support for accommodation needs.