Philadelphia Estate Planning Council


Senior Tax Professional - Pennsylvania Trust Company

Thursday, June 21, 2018 2:00 AM | Anonymous

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Senior Tax Professional to join its Tax Department. This individual may also be considered for the position of Director of the Tax Department.

Job Responsibilities:

  • Tax return preparation: individual federal, state and local income tax returns; state and federal fiduciary income tax returns; federal estate and applicable state or estate inheritance tax returns; Form 990 and 990-PF returns; Form 5227 split-interest trust returns.

  • Provide guidance and thought leadership on tax and wealth planning issues to clients and trust and investment professionals.

  • Meet with clients to prepare for and review tax filings and planning issues.

  • Manage Department professionals and budget, and interface with senior management on Department issues (as Director).

Job Requirements:

  • CPA, or equivalent experience.

  • Masters in Taxation, or equivalent experience.

  • Minimum of 15 years of experience in financial services, tax, or investment industries.

  • Enrolled Agent preferred, but not required.

  • Strong written, verbal and interpersonal communication skills.

  • Proficient in Onesource and other trust/tax accounting systems, and Microsoft Office.

  • Demonstrated ability to provide courteous and professional service to clients.

  • Excellent organization and prioritization skills.

 Pennsylvania Trust offers compensation commensurate with experience as well as a benefits package which is inclusive of health, dental, and vision benefits, a 401k plan with company match, paid time off, and company paid life insurance.

How to Apply / Contact

Qualified applicants should forward a resume with salary requirements to Resumes will be reviewed in conjunction with available career opportunities. In the event your qualifications match with an open position, an interview will be arranged.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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