Senior Tax Liaison – Fiduciary and Estate

🕒 May 13

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

💰 Tax

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PNC

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1845

💸 Finance

🏦 Banking

👥 HR Tech

Finance • Banking • HR Tech

PNC is a diversified financial services firm that is committed to fostering an inclusive and accessible workplace. It offers a vibrant culture where employees can thrive, recognizing the importance of diversity and community involvement. PNC is dedicated to providing a supportive environment for career growth, and offers various opportunities for students, graduates, and veterans. It has been nationally recognized for its commitment to gender and disability equality and for being a top employer. PNC provides equal opportunities to all qualified individuals and ensures compliance with employment laws.

📋 Description

• Coordinates with outside vendor who prepares tax returns • 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 • Prepares appropriate tax forms for filing with federal, state and local jurisdictions • Reviews new accounts and codes for correct tax preparation • Participates in in-house and external training to enhance technical knowledge • Serves as a resource to less experienced tax accountants

🎯 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 JD degree (if not already held, must obtain within one year)

🏖️ 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 • 9 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