PNC

Senior Tax Liaison – Fiduciary and Estate

PNC

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $45,000 - $97,500 per year

Job Level

Senior

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; 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax preparationfiduciary compliancetax forms preparationtax reportingtrust agreements analysisgeneration-skipping transfer tax reviewquality checktax notices handlingtax authority auditsaccount coding
Soft skills
communicationcoordinationconsultationliaisonadvisingtrainingmentoringproblem-solvingresourcefulnessattention to detail
Certifications
Certified Public AccountantEnrolled Agent