Tax Analyst Sr (Commercial Equipment Finance)
About The Position
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Tax Analyst Sr, within PNCEF’s Tax organization, you will be based in Cincinnati, OH. The ideal candidate will have knowledge of property and/or sales tax. Core hours for this role are Monday – Friday, 8:00 am EST – 4:30 pm EST. The Tax Analyst Sr is responsible for providing operational support for equipment finance property tax and lease administration activities, ensuring the accurate processing of tax-related transactions, customer refunds, and critical mail operations. This role serves as a key liaison between internal business partners, tax authorities, and cash management teams, while maintaining compliance with property tax regulations and company policies. The position requires strong attention to detail, analytical skills, and the ability to manage multiple processes in a fast-paced environment. This role requires an on-site presence at the Cincinnati office at least three days per week to oversee essential mail processing, distribution, and delivery functions for equipment finance. A successful candidate will demonstrate strong organizational skills, attention to detail, problem-solving abilities, and a customer-focused mindset. Candidates should possess experience working with financial systems, transaction processing, and Microsoft Excel. Knowledge of equipment finance, property tax administration, lease servicing, and/or related financial operations is preferred. We seek motivated, driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of the Commercial Lending & Leasing Operations organization. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Requirements
- Knowledge of property and/or sales tax.
- Strong attention to detail.
- Analytical skills.
- Ability to manage multiple processes in a fast-paced environment.
- Strong organizational skills.
- Problem-solving abilities.
- Customer-focused mindset.
- Experience working with financial systems.
- Experience with transaction processing.
- Experience with Microsoft Excel.
- University / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Nice To Haves
- Knowledge of equipment finance.
- Knowledge of property tax administration.
- Knowledge of lease servicing.
- Knowledge of related financial operations.
Responsibilities
- Organizes and analyzes tax forms for filing in accordance with regulations.
- Research and monitor appropriate federal, state and local tax regulations and obligations.
- Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
- Working with business units to keep them informed about tax implications of their operation.
- Mentoring junior staff on appropriate regulations, filing procedures and internal communication needs.
- Opening, sorting, and distributing incoming mail, ensuring timely delivery of all Equipment Finance-related correspondence and routing mail to appropriate business units.
- Processing property tax information by entering and maintaining records within PTMS (Property Tax Management System) and LeaseWave, including manual data entry when automated interfaces cannot be utilized.
- Exporting and importing data between PTMS and LeaseWave and performing data validation to ensure accuracy and completeness.
- Working in Microsoft Excel, utilizing functions such as filters, VLOOKUPs, XLOOKUPs, and other analytical tools to reconcile data, research discrepancies, and support reporting needs.
- Managing tax refund processes received from taxing jurisdictions, researching refund eligibility, creating refund transactions within LeaseWave, clearing refund-related general ledger entries, coordinating with internal cash management teams to facilitate customer reimbursements, and ensuring accurate tracking and documentation of all refund activity.
- Supporting compliance with applicable property tax regulations, company policies, and audit requirements while maintaining accurate records and responding to internal and external inquiries.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
