Senior Tax Liaison – Fiduciary and Estate

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $63.8k - $116.9k / year

⏰ Full Time

🟠 Senior

💰 Tax

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

PNC

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

PNC is a diversified financial services firm that operates as a bank and offers career opportunities, benefits, and an inclusive workplace. The provided text emphasizes PNC's culture, hiring process, student programs, and legal/EEO disclosures. PNC appears to be The PNC Financial Services Group, Inc. , a major U. S. bank providing consumer and corporate banking services.

📋 Description

• 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 • Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system • Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly • 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. As requested, may perform secondary review of outside prepared returns of moderate to high complexity level

🎯 Requirements

• Trust and Estate Tax experience • Generation Skipping Tax review experience • ability to analyze trust agreements for correct state filings and tax recording • University / college degree • 2+ years of relevant professional experience

🏖️ 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