Vice President, Tax Reporting & Compliance
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Develop and maintain control-oriented operating functions for Wealth account onboarding, tax reporting readiness, and fiduciary tax administration. Assess tax implications of key events like beneficiary death, review prospective client tax information, and monitor distributions for GSTT filings. Participate in quality control of vendor deliverables during busy seasons and proactively pursue refund recoveries or penalty abatements. Serve as primary liaison for IRS audits and state controversies, coordinating with external advisors to negotiate resolutions. Design procedures, checklists, and dashboards to eliminate duplicative steps and reduce cycle time while maintaining a strong risk culture. Partner with Wealth colleagues across regions to explain tax positions and guide junior colleagues on complex calculations.
Required Qualifications
- 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
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