Tax Liaison Sr. - Fiduciary and Estate (Enrolled Agent)

PNC Bank • Cleveland, OH

32d • $45,000 - $75,000 • Remote

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 Senior Tax Liaison within PNC's Trust Tax Compliance organization, you will be based remotely in Cleveland, OH or Pittsburgh, PA. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. This role has a quarterly in-office requirement in Pittsburgh, PA including additional in-office days during the month of April. This role requires that you hold and maintain either a CPA, or Enrolled Agent designation, or a JD degree. If you currently do not hold one of these credentials, you would need to successfully obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team (estate settlement). You will work and communicate with an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the Liaison between the two. Your responsibilities will include managing email flow, as well as handling new account openings as well as account closings. You will ensure that new account are funded correctly, reviewing trust documents and prior years returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ability to analyze trust agreements for correct state filings and tax recording PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Trust and Estate Tax experience
• Generation Skipping Tax review experience
• ability to analyze trust agreements for correct state filings and tax recording

Nice To Haves

• Data Analytics
• Expense Controls
• Financial Analysis
• Generally Accepted Accounting Principles (GAAP)
• Tax Audits
• Tax Regulations
• Tax Research

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.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level