Tax Liaison Senior – Fiduciary and Estate – Remote

Senior Tax Liaison at PNC, working remotely within the PNC footprint, focusing on trust and estate tax compliance, liaising with outside vendors and internal teams, and ensuring accurate tax reporting and account management.

Location: Remote (US)

Responsibilities

• Coordinates with outside vendor who prepares tax returns to meet fiduciary compliance needs.
• 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 or as part of quality check of filed returns.
• Prepares appropriate tax forms for filing with federal, state and local jurisdictions.
• 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.
• Assists less experienced Tax Liaisons with these reviews.
• Assists outside vendor with tax notices and taxing authority audits and inquiries.
• 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.
• Participates in in-house and external training.
• Serves as a resource to less experienced tax accountants.

Requirements

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

Benefits

• Comprehensive range of benefits including medical, dental, vision, life insurance, disability protection, 401(k) with match, pension, stock purchase plans, dependent care reimbursement, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, wellness program.
• Paid time off including maternity/parental leave, holidays, absence days, vacation days.

Additional Information

• Position may be eligible for remote work in select locations, subject to approval.
• Work must be conducted from a quiet, secure, and confidential home workspace.
• Occasional in-office participation may be required.
• PNC will not provide sponsorship for employment visas or STEM OPT.