Tax Liaison Sr. - Fiduciary and Estate (Enrolled Agent)

PNC; Home (PA); Hybrid; USD 45,000 - 75,000; Full time

Job summary

A national financial services company is seeking a Senior Tax Liaison to coordinate with tax vendors and ensure fiduciary compliance. This remote position offers a salary range of $45,000 to $75,000, requiring a CPA or similar credential. The role involves preparing tax forms and managing client communications regarding tax returns and audits. It also includes quarterly in-office requirements in Pittsburgh, PA. Comprehensive benefits and incentives are included.

Benefits

Medical/prescription drug coverage

401(k) with PNC match

Paid time off

Qualifications

• Ability to maintain CPA, Enrolled Agent designation, or JD degree within a year.
• 2+ years of relevant professional experience.

Responsibilities

• Coordinate with outside vendor for tax returns and fiduciary compliance.
• Prepare tax forms for federal, state, and local jurisdictions.
• Assist with tax notices and auditing inquiries.

Skills

Data Analytics

Expense Controls

Financial Analysis

Tax Audits

Tax Regulations

Tax Research

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers. We foster an inclusive workplace where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will be based remotely in Cleveland, OH or Pittsburgh, PA. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

This role has a quarterly in-office requirement in Pittsburgh, PA including additional in-office days during the month of April.

This role requires that you hold and maintain either a CPA, 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.

As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team (estate settlement). You will work and communicate with an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the Liaison between the two. Your responsibilities will include managing email flow, handling new account openings as well as account closings. You will ensure that new accounts are funded correctly, reviewing trust documents and prior years returns.

Job Description

• 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.
• Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed. As requested, 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 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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.

Qualifications

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)

Pay Transparency

Base Salary: $45,000.00 – $75,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/07/2025, although it may be longer with business discretion.

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 Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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 877-968-7762 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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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