Senior Tax Liaison – Fiduciary and Estate

TaxTaxFull TimeRemoteSeniorTeam 10,001+Since 1845H1B SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

38 days ago

Salary

0

Seniority

Senior

Bachelor Degree2 yrs expExperience acceptedEnglish

Job Description

Senior Tax Liaison – Fiduciary and Estate

PNC

• 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

Job 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

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