• Provide tax planning and advisory services for individuals and closely held businesses • Advise on entity structuring and multi-entity/multi-state considerations • Support international tax advisory matters impacting U.S. taxpayers with cross-border exposure • Guide tax strategy related to business growth, restructuring, and ongoing compliance • Collaborate with bookkeeping and accounting teams to align tax strategies with financial data • Participate in client meetings and communicate complex tax concepts clearly

• 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

• Support the execution and oversight of tax and corporate obligations in the United States and offshore jurisdictions (BVI, Cayman, Bahamas, and Panama) • Manage and respond to requests via email and internal systems • Track, monitor, and update processes through email and systems • Provide client support via email and phone • Maintain contact with service providers and government agencies

Role Description As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable. - Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end. - Conduct client interviews to identify qualifying activities and expenses; document the four-part test. - Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C). - Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review. - Maintain workpaper hygiene, audit trail, and platform documentation completeness. - Mentor Associates / Interns on platform usage and R&D documentation standards. - Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables). - Support IC-DISC annual calculation and compliance workstreams. - Assist with §174 capitalization/amortization modeling and documentation. - Support cost segregation and fixed asset / depreciation reviews. Qualifications - Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus. - 2–4 years hands-on R&D Tax Credit experience with direct client interaction. - Strong analytical, research, organizational, and project-management skills in a deadline-driven environment. - Excellent written and verbal communication; translates technical concepts for client stakeholders. - Comfort working inside a purpose-built documentation platform (not Excel-only). - Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets. Benefits - A collaborative team culture with opportunities for career development. - Ample opportunities to be recognized, build valuable skills, and grow your career. - Generous vacation policy, including paid parental leave. - Comprehensive health plans with FSA and HSA options. - 401(k) retirement plan. - Life and disability insurance coverage. - Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.