1 personal insurance account manager retail jobs found in Berwyn, PA

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, Personal Tax Services, will be responsible for the preparation of complicated trust and individual federal, state and local tax returns, as well as tax reporting for investment management accounts. The incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax issues and notices. Job Responsibilities: 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...