Hybrid Senior Tax Liaison – Fiduciary and Estate, Enrolled Agent

Posted last month

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About the role

  • 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; 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.

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
  • Bachelor's degree
  • CPA, Enrolled Agent designation, or a JD degree required within one year of start date.

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

Job title

Senior Tax Liaison – Fiduciary and Estate, Enrolled Agent

Job type

Experience level

Senior

Salary

$45,000 - $75,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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