Vice President, Tax Reporting & Compliance

We're seeking a future team member for the role of Vice President, Tax Reporting & Compliance to join our Wealth Tax Team. This role is located in Pittsburgh, PA.

In this role, you'll make an impact in the following ways:

- Help develop and maintain control-oriented operating functions that support Wealth account onboarding, tax setup, tax reporting readiness, fiduciary tax administration, and oversight of key vendor-supported tax activities. - Triggering Event Reviews: Assess tax implications of key events (e.g., beneficiary death) across all applicable tax reporting areas; ensure timely updates and accurate treatment. - Facilitate effective communication and provide comprehensive support to internal clients, while coordinating client-related matters with the designated Wealth tax vendor. - Quality Control (Busy Season): Participate in quality reviews of tax vendor deliverables during peak tax periods; provide feedback and drive corrections. - Prospective Client Tax Review: Review tax information for prospective trust clients to support rationale to accept the relationship. - GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations. - Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings. - Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation. - IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions. - Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time. - Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations. - Front Office and Client Collaboration: Partner with Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies. - Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances. - This role has no direct reports.

To be successful in this role, we're seeking the following:

- Bachelor's degree in Accounting, Finance, or a related field or the equivalent combination of education and experience required. - Typically 5-10 years of experience. - Strong analytical and problem-solving skills to address complex tax issues. - Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders. - Proficiency in tax software and Microsoft Office Suite, particularly Excel, to manage and analyze data efficiently.