- 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; and 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.
- 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 and assists less experienced Tax Liaisons with these reviews.
- Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and 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 in client accounts to ensure correct tax reporting by outside vendor. Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications.
- Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to account set up, generation-skipping transfer tax reviews, and account closings. As requested, may perform secondary review of outside prepared returns of moderate to high complexity level.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Tax Analyst Sr - Pittsburgh, United States - PNC Financial Services Group
Description
Job ProfilePosition 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 a Senior Tax Analyst (C) within PNC's Trust Tax organization, you will be based in Pittsburgh, PA.
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.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
Job Description
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Data Analytics, Expense Controls, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, Tax Research
Competencies
Accuracy and Attention to Detail, Audit And Compliance Function, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Knowledge of a Specific Financial or Accounting System, Problem Solving, Tax Management
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
Certified Public Accountant - AICPA, Enrolled Agent - Internal Revenue Service
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.
In addition, PNC generally provides the following paid time off, depending on your eligibility*: 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit > New to PNC.
*For more information, please click on the following links:
Time Away from Work
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
