As a Tax Accountant and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.
You will operate within federal, state, and local laws, regulations, cases, and practices in preparing and filing federal/state and local fiduciary, individual, estate, inheritance, charitable, gift, and generation skipping tax returns and forms for trust and investment accounts of moderate to high complexity. You will research tax issues and communicate and discuss tax matters with clients, attorneys, clients, Trust Advisors, Investment Managers, and other service partners.
On a daily basis, you will review transactions in fiduciary accounts to ensure that tax reporting is correct and that tax responsibility of PNC is being served correctly and make necessary corrections to PNC records. Decisions you make concerning the proper tax reporting and proper tax treatment will be based on review and understanding of trust documents, Wills, agency and other agreements. Your decisions will arise from application of your experienced judgment, research, department practices and policies, and input from administrators, investment officers, attorneys, and members of the tax team. Your expertise is critical to the proper performance by PNC of its fiduciary responsibilities and to the minimization of financial and reputational risk to PNC and, thus, will help retain current business and attract new business from satisfied clients. You will be responsible for managing tax notices and audits conducted by the taxing authorities, in working with in-house and external counsel in resolving issues of a complex nature, and in staying current with tax law changes and current best practices in the industry continuing research and training.
The successful candidate will have the following qualifications:
BS/BA in Accounting, Finance, Business or Economics preferred. MBA. CPA, JD, CTFA, MST, LLM, EA desirable.
1 to 3 years of tax preparation/research experience may be substituted for educational requirement.
Experience preparing fiduciary returns preferred
Generally acquired through a minimum of two or more years tax preparation/research/public accounting experience.
Demonstrated knowledge of broad range and depth of fiduciary tax matters.
Ability to operate multiple tax processing systems and related software, trust accounting system of record, computer based research tools.
Proficient oral and written communication skills to interface with clients, tax authorities, legal and other advisors, and peers.
Ability to make tax analysis decisions based on independent and collaborative judgments, research, and efforts.
Heavy overtime required during tax season.
PNC Bank - 9 months ago
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