Family Office Accountant - Powdermill Financial Solutions at Wsfs Financial in Wilmington, Delaware

Job Description:

Job Description



Powdermill Financial Solutions, a WSFS Company, is a boutique multi-family office for ultra-high net worth families, entrepreneurs, and corporate executives.


The Family Office Accountant will be able to manage several relationships for high-net-worth families and serve as the primary contact overseeing all aspects of the client's tax, financial and administrative affairs.



Job Responsibilities:

• Monitor and work with client advisors creating financial, tax and wealth transfer planning strategies for families and trusts and provide support for the implementation and administration of those strategies.


• Quarterly financial statement preparation, tax planning and reporting.


• Interact, coordinate and work with outside tax professionals, asset managers, bankers and attorneys.


• Handle one-off financial and administrative requests.

The position is supported by one or more administrative staff and is located in Centreville, Delaware.



Minimum Qualifications:

• Minimum 5 years of relevant experience.


• CPA strongly preferred, but not required.


• Must have experience in tax planning strategies for high-net-worth individuals


• Must have experience in tax preparation of individual, trust, partnership and corporate returns.


• Must have exceptional interpersonal skills and business acumen.


• Must have strong analytical and independent problem-solving ability.


• Must have strong ability to be organized and detail oriented.


• Must be able to function independently and as a team player with a strong work ethic and positive, proactive attitude.

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. Apply Now