Senior Tax Liaison – Fiduciary and Estate
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Job Description
Senior Tax Liaison within PNC's Trust Tax Compliance organization managing trust and estate tax compliance. Liaising between tax preparers and fiduciary advisors in a remote role.
Responsibilities:
- Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs
- Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues; and advises vendor of PNC’s position regarding tax preparation and filing matters
- Acts as liaison between outside vendor and internal front office personnel
- Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request
- Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed
- Reviews new accounts and codes for correct tax preparation
- Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly
- Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews
- Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and works with vendor and in-house and external counsel in resolving issues
- Reviews client account activity, receipts, disbursements, death notices, corporate reorganizations and exchanges, and other corporate actions in client accounts to ensure correct tax reporting by outside vendor
- Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications
- Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to account set up, generation-skipping transfer tax reviews, and account closings
Requirements:
- Trust and Estate Tax experience
- Generation Skipping Tax review experience
- ability to analyze trust agreements for correct state filings and tax recording
- 2+ years of relevant professional experience
- Bachelors
- Certified Public Accountant - AICPA or Enrolled Agent - Internal Revenue Service (must obtain within one year if not held)
Benefits:
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 8 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
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