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
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