Tax Liaison Senior - Fiduciary and Estate - Remote

About this role

Position Overview 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 Senior Tax Liaison within PNC's Trust Tax Compliance organization, you will be based remotely within the PNC footprint. 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 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 This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship

Skills

• Accounting and Finance
• Accounting & Finance
• Accounting
• Tax