Vice President, Tax Reporting & Compliance

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.