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Tax Analyst Sr - Credentialed

Company: PNC Financial Services Group
Location: Cleveland
Posted on: May 18, 2018

Job Description:

Position OverviewAt 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. As a Senior Charitable Tax Analyst within PNC's Asset Management organization, you will be based in our Cleveland, OH office or Pittsburgh, PA.This position is within the PNC Trust Tax groups Charitable Center of Expertise and will include the preparation of various forms related to charitable organizations. You will operate within federal, state, and local laws, regulations, cases, and practices in preparing and filing federal/state and local fiduciary, charitable and generation skipping tax returns and forms for trust and investment accounts, foundations and funds of moderate to high complexity. You will research tax issues and collaborate with clients, attorneys, Trust Advisors, Investment Managers, and other service partners on tax matters. Job ProfilePrepares moderate to highly complex tax returns in order to meet fiduciary compliance needs. Performs secondary review of return types with the highest level of complexity and serves as mentor to less experienced accountants.With minimal supervision, independently prepares and files tax returns of moderate to high levels of complexity in compliance with federal, state and local statutes, cases, rulings and practices. Manages tax notices and taxing authority audits and inquiries related to client accounts and work with in-house and external counsel in resolving issues. Prepares returns requiring credentialed preparation.Reviews client account activity, receipts, disbursements, death notices, corporate reorganizations/exchanges and other corporate actions in client accounts daily, to ensure correct tax reporting. Determines and makes adjustments to entries as needed. Reviews trust instruments, wills and other documents.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 secondary review of returns prepared by less experienced staff. Performs secondary review of return types of simple complexity level. Core CompetenciesManages Risk - Basic ExperienceAssesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.Customer Focus - Working ExperienceKnowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions. Job Specific CompetenciesInformation Capture - Extensive ExperienceKnowledge of the processes and the ability to identify, capture and document relevant business information in an auditable, organized, understandable and easily retrievable manner.Flexibility and Adaptability - Extensive ExperienceKnowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.Problem Solving - Extensive ExperienceKnowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.Effective Communications - Extensive ExperienceUnderstanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Decision Making and Critical Thinking - Working ExperienceUnderstanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.Accuracy and Attention to Detail - Extensive ExperienceUnderstanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.AUDIT AND COMPLIANCE FUNCTION - Working ExperienceKnowledge of and ability to manage the major responsibilities, accountabilities, and organization of the Audit and Compliance (A&C) function or department.TAX MANAGEMENT - Working ExperienceKnowledge of and the ability to utilize tax laws, organizational tax practices, obligations, issues, and trends.Knowledge of a Specific Financial or Accounting System - Working ExperienceKnowledge of and ability to use financial and accounting applications which are specific to the organization. Certifications/LicensesAn Active CPA, Enrolled Agent designation, or a JD degree is required. If not currently holding CPA, Enrolled Agent designation, or a JD degree, one must be acquired within one year of hire date.Required Education and ExperienceRoles 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 and experience (including military service) may be considered.EEO StatementPNC 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

Keywords: PNC Financial Services Group, Cleveland, Tax Analyst Sr - Credentialed, Accounting, Auditing, Cleveland, Ohio

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