Join Primus Valor AG as a dual student in Accounting, Taxation, and Business Law. Gain hands - on experience while studying at DHBW Mannheim with career opportunities post - graduation.
About the role
- Senior Tax Liaison at PNC handling fiduciary compliance and coordinating with tax preparation vendors. Ensuring accurate tax reporting and managing client account complexities with a supportive team.
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; 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
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Tax, Treasury & Internal Control Executive providing tax management advice and strategy in finance team. Collaborating on compliance and financial processes with an emphasis on internal controls.
Senior Manager advising high - net - worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Tax Associate providing full - service tax preparation and compliance support at Berkowitz Pollack Brant. Assisting with corporate, international, and wealth tax groups in a client - focused environment.
Manager in Wealth Tax focusing on fiduciary tax compliance for high - net - worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Manager of Tax Services leading and managing corporate/business tax engagements. Providing compliance, planning, and advisory services to diverse clients in a reputable accounting firm.
Managing Director leading international tax strategy at Berkowitz Pollack Brant, advising high - net - worth clients on complex cross - border issues. Collaborating with team members to expand the firm's tax practice.
Manager in International Tax Services managing and delivering compliance and consulting services for U.S. and foreign multinational clients with a focus on international tax planning.
Senior Manager of Tax Services overseeing corporate tax engagements and driving high - quality client solutions at Berkowitz Pollack Brant.