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PNC · 1 month ago

Tax Liaison Senior – Fiduciary and Estate – Remote

United States

Full-time

Remote

Mid, Senior Level

$45K/yr - $98K/yr

2+ years exp

PNC is a leading financial services institution, and they are seeking a Senior Tax Liaison to join their Trust Tax Compliance organization. This remote role involves acting as a liaison between tax preparers and PNC Fiduciary Advisors, managing tax compliance for fiduciary and estate accounts, and ensuring accurate tax reporting and preparation.

BankingFinanceFinancial Services

No H1B

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; 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. As requested, may perform secondary review of tax returns of moderate to high complexity level

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. 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. As requested, may perform secondary review of outside prepared returns of moderate to high complexity level

Qualification

TrustEstate Tax experienceGeneration Skipping Tax reviewCPAEnrolled AgentTax AuditsTax RegulationsTax ResearchData AnalyticsFinancial AnalysisGenerally Accepted Accounting PrinciplesAccuracyAttention to DetailEffective CommunicationsProblem Solving

Required

Hold and maintain either a CPA, or Enrolled Agent designation, or a JD degree

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, with 2+ years of relevant professional experience, or a comparable combination of education, job specific certification(s), and experience