Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
About the role
- Senior Tax Liaison at PNC handling fiduciary compliance and coordinating with tax preparation vendors. Ensuring accurate tax reporting and managing client account complexities with a supportive team.
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; 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.
- Reviews new accounts and codes for correct tax preparation.
- Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly.
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 a JD degree required within one year of start date.
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
- 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
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