Pennsylvania Trust

Career Opportunities

Pennsylvania Trust employs exceptionally skilled individuals who are committed to providing outstanding professional services, with integrity, in a highly personalized manner. We provide employees with an excellent benefits package and competitive pay.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com. 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.

Current Opportunities

Senior Tax Professional

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. Qualified candidate should forward a resume with salary requirements.

Email your resume now.

Account Administrator - Special Needs Trust Unit

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire an Account Administrator to join our Special Needs Trust Unit.

General Purpose: Provide support to the Senior Vice President, Director of Special Needs Trusts (“SNT”) and Guardianships.

Essential Functions:

  1. Supports SNT/Guardianship Unit Head by providing day-to-day support, client support, internal and external communications, and administrative tasks.
  2. Maintain daily diary system to ensure compliance with court and filing deadlines
  3. Review trust documents and court filings to ensure compliance with trust terms.
  4. Process account openings (Enrollment & Enrichment) from contract preparation to account funding, for Officer review. Also responsible for account closing process.
  5. Prepare annual budgets for SNT/Guardianship clients.
  6. Draft annual reports, inventories, unitrust calculation spreadsheets, discretionary distribution approval forms and annual caregiving salary letters for Officer review.
  7. Track car insurance and health insurance premiums.
  8. Frequent correspondence with clients, parents/guardians via phone and email.
  9. Understand client and account details, and respond to client requests which may include, but is not limited to, purchasing supplies for SNT beneficiaries, providing parental support, as needed, for therapists and equipment vendors. Reconcile internal accounts for reimbursement from clients.
  10. Monitor overdrafts and transfer income to resolve.
  11. Prepare and maintain electronic liens on SNT/Guardianship vehicles.
  12. Monitor client account maintenance in Pennsylvania Trust’s systems.
  13. Responsible for file maintenance and scanning (hard & electronic copy). Must be kept current.
  14. Perform other duties as requested.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Paralegal background a plus.
  2. Experience managing litigation a plus.
  3. Must be detail-oriented and able multitask.
  4. Proactive method of thinking.
  5. Excellent communication skills.
  6. Demonstrated ability to provide courteous client service and present professional image to clients.
  7. Proficient in Microsoft Office.

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. Qualified candidate should forward a resume with salary requirements.

Email your resume now.

Pennsylvania Trust supports and is committed to Equal Employment Opportunity. It is our policy to provide equal employment opportunities to all employees and applicants on the basis of their merits and ability to perform, without regard to race, color, religion, gender, sexual orientation, genetic information, citizenship, veteran’s status, national origin, ancestry, age, disability, or any other protected characteristic.

Benefits Package

To attract and maintain the qualified professionals who are necessary to provide the level of service Pennsylvania Trust demands, we offer an excellent compensation package which is inclusive of the following benefits:

  • Medical, dental and vision insurance
  • Health Savings Accounts
  • Retirement Benefits
  • Short and Long-term disability
  • Life Insurance
  • Paid time off for vacation and illness