Company Overview
Wilmington Trust Wilmington Trust is a century-strong client service company that provides customized financial alternatives in wealth advisory, corporate client, and regional banking services. As one of the most respected independent financial services organizations in the United States, we are known for the quality of our people and our services and for our commitment to offering a unique approach to each client's financial situation.
Wilmington Trust is among the country's largest personal trust providers and its most esteemed wealth managers. We are a major bank offering consumer and commercial banking services in the mid-Atlantic region, and we are an industry leader in providing corporate trustee and special purpose (SP) services to financially sophisticated enterprises around the globe. Our staff of nearly 2,500 worldwide supports clients on six continents, in all 50 states and in 59 foreign countries.
Job Overview
| Company: |
Wilmington Trust |
| Location: |
 US-CT-Stamford
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| Base Pay: |
$63,900 - $96,450 /Year |
| Employee Type: |
Full-Time |
| Industry: |
Banking - Financial Services |
| Manages Others: |
Not Specified |
| Job Type: |
Management
Accounting
Admin - Clerical
Customer Service
Finance |
| Req'd Education: |
4 Year Degree |
| Req'd Experience: |
At least 5 year(s) |
| Req'd Travel: |
Not Specified |
| Relocation Covered: |
Not Specified |
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| Contact: |
Not Available |
| Phone: |
Not Available |
| Email: |
Send Email Now |
| Fax: |
Not Available |
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| Ref ID: |
09-0211 |
Job Description
Preparation/review of individual, partnership, trust, and corporation income tax returns, estimated tax calculations, tax authority exam analysis, and other accounting/tax related matters.General banking functions to include, but are not limited to the review of bill paying, deposit of funds, transfers, wires, check orders, and other transactional functions as needed.General bookkeeping and accounting functions include, but are not limited to source accounting for transactions, statement reconciliation, preparation of monthly cash flow reports, preparation and communication of payroll information to payroll service, 1099 and W2 preparation, as they relate to tax authority requirements.Communicate orally and/or in writing, accurate information in a timely manner to clients,client representatives, and client team on a continual basis regarding all services and issues pertaining to the family group. Cultivate and maintain client relationships, ensuring a continual interaction that promotes mutual trust and client retention.Supervises the workflow of administrative support staff and high level associates and provides coaching and professional development to those staff members.
Job Requirements
Bachelor's Degree in Accounting/Finance or equivalent training and/or work experience, CPA preferred.Minimum 5 years accounting/bookkeeping experience. 3 years supervisory experience.Highly skilled in Microsoft Office (Word, Excel, Outlook, etc.) and able to rapidly learn new software applicationsExperience with bookkeeping systems Prosystems Global FX tax software system.Strong interpersonal skills and an ability to build a significant level of trust with clients; empathy and a real interest in working with people. Self-confidence and a proven ability to work well with highly capable and successful individuals. Strong oral and written communication skills. Ability to work effectively in a team environment.Ability to supervise and coordinate workflow of a professional team.
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