Senior Tax Liaison – Fiduciary and Estate, Enrolled Agent

Job Description: • 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 • Acts as liaison between outside vendor and internal front office personnel • Reviews returns prepared by outside vendor prior to filing • Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed • Reviews trust instruments, wills and other documents for correct tax reporting • Reviews assigned accounts for generation-skipping transfer tax issues • Assists outside vendor with tax notices and taxing authority audits 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 or job specific certification(s) • Certified Public Accountant - AICPA or Enrolled Agent - Internal Revenue Service certifications 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 • between 15 to 25 vacation days each year Apply tot his job Apply To this Job